# Verus Wealth Management

> 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.

- CRD: 323130
- Filed as: VERUS WEALTH MANAGEMENT
- Legal name: Verus Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: De Pere, WI
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323130
- AdvisorCensus page: https://advisorcensus.com/firm/verus-wealth-management-de-pere-wi-323130

## Quick answers

**How 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).

**How much does Verus Wealth Management charge?**
Its Form ADV Part 2A brochure dated July 31, 2026 states: Subscription: $1,000 to $2,500 a quarter (Ongoing Financial Planning); Flat fee: $4,000 to $10,000 (Project-Based Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 31, 2026)

- Account minimum: None

> 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.

- Subscription: $1,000 to $2,500 a quarter (Ongoing Financial Planning)

> We charge a recurring fixed fee for Ongoing Financial Planning. Fees are paid quarterly in advance, ranging from $1,000 to $2,500.

- Flat fee: $4,000 to $10,000 (Project-Based Financial Planning)

> We charge a fixed fee for Project-Based Financial Planning. Fixed fee rates range between $4,000 to $10,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $143,077,574
- Discretionary: $143,077,574
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $7,251,119 |
| High net worth individuals | 36 | $135,826,455 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- veruswealthmgmt.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $117,570,150 | 1 | March 18, 2025 |
| October 2026 | $143,077,574 | 1 | July 31, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $117,570,150 to $143,077,574 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Verus Wealth Management (CRD 323130): Form ADV filing data as of October 2026.