Verus Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$143,077,574
Total clients
59
61% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
59
Average account size
$2,425,044
About
Verus Wealth Management provides wealth management and financial planning to individuals, high-net-worth clients, trusts and estates, donor-advised funds, and small businesses, delivering portfolio management alongside both ongoing and project-based financial planning. The firm operates as a fee-only independent adviser and typically charges percentage-of-AUM fees for its wealth management services.
The firm’s investment approach emphasizes asset allocation informed by Modern Portfolio Theory and uses passive mutual funds and ETFs alongside discretionary trading to implement client-specific investment policies. Verus may also recommend Outside Managers, performs due diligence on their experience and track records, and states it monitors Outside Managers’ underlying holdings, concentrations, and leverage as part of its ongoing oversight.
A distinctive element in the brochure is the firm’s attention to manager leverage and its recent addition of Interactive Brokers as a second approved custodian, a combination that supports and necessitates oversight of borrowing or margin use in separately managed accounts. That inclination toward allowing and monitoring borrowing in SMA arrangements is uncommon among solo independent advisers and may lead to different portfolio risk characteristics than peers who avoid such practices.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
Ongoing Financial Planning fixed fees range $750 to $2,500 quarterly; initial financial plan fee up to $1,500; Project-Based Financial Planning fixed fees range $3,000 to $10,000.
$0 - $2,000,000: 0.95% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.45% $10,000,001+: 0.30%
Fee-only: Wealth Management fees are asset-based as per tiered schedule; Financial Planning fees are fixed and recurring; no commissions or performance-based fees.
Main office location
Verus Wealth Management
2071 D Lawrence Drive
De Pere WI 54115, United States
Number of offices
1
Most active in
Verus Wealth Management has reported serving >5 clients in these states in the last 12 months.
California · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")