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Verus Wealth Management
Filed as VERUS WEALTH MANAGEMENT · Legal name Verus Wealth Management, LLC
Verus Wealth Management is an SEC-registered investment advisory firm in De Pere, WI, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 31, 2026.
Quick answers
From the filingHow is Verus Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Verus Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Verus Wealth Management located?
Verus Wealth Management's principal office is in De Pere, WI, according to its Form ADV.
Is Verus Wealth Management registered with the SEC or a state?
Verus Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 323130.
How much does Verus Wealth Management manage?
Verus Wealth Management reports $143,077,574 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (100% discretionary).
How have Verus Wealth Management's assets and staff changed since 2025?
In the Form ADV data for Verus Wealth Management: Regulatory assets under management: $117,570,150 in the October 2025 data and $143,077,574 in the October 2026 data, up 22%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Verus Wealth Management serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (36); individuals (other than high net worth individuals) (23).
Which custodians does Verus Wealth Management use?
Verus Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Verus Wealth Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323130
Does Verus Wealth Management state an account minimum?
Its Form ADV Part 2A brochure dated July 31, 2026 says: "We do not have a minimum account size requirement, but we do have a minimum quarterly fee. Please refer to Item 5 of this Brochure for more information on the minimum quarterly fee."
What changed in Verus Wealth Management's recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $117,570,150 to $143,077,574 (+22%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
We do not have a minimum account size requirement, but we do have a minimum quarterly fee. Please refer to Item 5 of this Brochure for more information on the minimum quarterly fee.
As stated in the firm's Form ADV Part 2A brochure dated July 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$143,077,574 as of October 2026, filing dated July 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Verus Wealth Management, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $143,077,574 | 1 | July 31, 2026 |
| October 2025 | $117,570,150 | 1 | March 18, 2025 |
Regulatory assets under management: $117,570,150 in the October 2025 data and $143,077,574 in the October 2026 data, up 22%.
Total employees: 1 in October 2025 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $117,570,150 to $143,077,574 (+22%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Verus Wealth Management (CRD 323130): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/verus-wealth-management-de-pere-wi-323130