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| Verus Wealth Management LLC
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|
|---|---|
| CRD # | 323130 |
| SEC # | 801-132079 |
| CIK # | 0002042938 |
| AUM | $143.1 M (2026-02-10) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 920-328-0793 |
| Address | 2071D Lawrence Drive de Pere, WI 54115 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 1.2 | ||
| Apple Inc | 1.2 | ||
| Microsoft Corp | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 7.3 |
| (b) Individuals (high net worth individuals) | 36 | 135.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 189 | 143.1 |
| By Discretionary | ||
| Discretionary | 189 | 143.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 189 | 143.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 143.1 | |
| Total | 189 | 143.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002042938] |
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|---|---|---|
|
Mayfield Advisors Inc
✚
|
CA | 0.1 |
|
Lynch Investment Planning LLC
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|
PA | 0.1 |
|
Martinsen Wealth Management LLC
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AZ | 0.1 |
|
Granite State Retirement Planning Inc
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|
Forest Capital Operating Company LLC
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NC | 0.1 |
|
PCG Asset Management LLC
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NJ | 0.1 |
|
S R Schill & Associates Inc
✚
|
WA | 0.1 |
|
Gerstemeier Financial Group LLC
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0.1 | |
|
TCM Advisors LLC
✚
|
0.1 | |
|
Appian Way Financial LLC
✚
|
CA | 0.1 |