VERUS ADVISORY, INC.
CRD #110565 SEC #801-33895 SEATTLE, WA 206-622-3700
SEC Registered
Total AUM
$17.5B
Discretionary
$9.4B
Employees
89
Clients
--
Accounts
111
Firm Details
- Organization Type
- Corporation
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 3
- LEI
- 549300YGSB21LK32EW71
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DENNIS, BARRY, WALTER | I | DIRECTOR, VERUS HOLDINGS COMPANY | NA | Control |
| DENNIS, BARRY, WALTER | I | DIRECTOR, VERUS HOLDINGS COMPANY | NA | Control |
| DENNIS, BARRY, WALTER | I | DIRECTOR | NA | Control |
| DENNIS, BARRY, WALTER | I | DIRECTOR | NA | Control |
| DENNIS, BARRY, WALTER | I | DIRECTOR | NA | Control |
| DENNIS, BARRY, WALTER | I | DIRECTOR | NA | Control |
| HEIER, SHELLY, JEAN | I | SENIOR CONSULTANT/SHAREHOLDER | NA | Control |
| HEIER, SHELLY, JEAN | I | SENIOR CONSULTANT/SHAREHOLDER | NA | Control |
| HEIER, SHELLY, JEAN | I | SENIOR CONSULTANT/SHAREHOLDER | NA | Control |
| HEIER, SHELLY, JEAN | I | SENIOR CONSULTANT/SHAREHOLDER | NA | Control |
| HEIER, SHELLY, JEAN | I | SENIOR CONSULTANT/SHAREHOLDER | NA | Control |
| HEIER, SHELLY, JEAN | I | SENIOR CONSULTANT/SHAREHOLDER | NA | Control |
| HEIER, SHELLY, JEAN | I | DIRECTOR/PRESIDENT/SENIOR CONSULTANT/SHAREHOLDER | NA | Control |
| HEIER, SHELLY, JEAN | I | DIRECTOR/PRESIDENT/SENIOR CONSULTANT/SHAREHOLDER | NA | Control |
| HEIER, SHELLY, JEAN | I | DIRECTOR/PRESIDENT/SENIOR CONSULTANT/SHAREHOLDER | NA | Control |
| HEIER, SHELLY, JEAN | I | DIRECTOR/PRESIDENT/SENIOR CONSULTANT/SHAREHOLDER | NA | Control |
| MACLEAN, JEFFREY, JAMES | I | DIRECTOR/CEO/SHAREHOLDER | NA | Control |
| MACLEAN, JEFFREY, JAMES | I | DIRECTOR/CEO/SHAREHOLDER | NA | Control |
| MACLEAN, JEFFREY, JAMES | I | DIRECTOR/CEO/SHAREHOLDER | NA | Control |
| MACLEAN, JEFFREY, JAMES | I | DIRECTOR/CEO/SHAREHOLDER | NA | Control |
| MACLEAN, JEFFREY, JAMES | I | DIRECTOR/CEO/SHAREHOLDER | NA | Control |
| MACLEAN, JEFFREY, JAMES | I | DIRECTOR/CEO/SHAREHOLDER | NA | Control |
| MACLEAN, JEFFREY, JAMES | I | DIRECTOR/CEO/SHAREHOLDER | NA | Control |
| MACLEAN, JEFFREY, JAMES | I | DIRECTOR/CEO/SHAREHOLDER | NA | Control |
| MACLEAN, JEFFREY, JAMES | I | DIRECTOR/CEO/SHAREHOLDER | NA | Control |
| MACLEAN, JEFFREY, JAMES | I | DIRECTOR/CEO/SHAREHOLDER | NA | Control |
| MACLEAN, JEFFREY, JAMES | I | DIRECTOR/CEO/SHAREHOLDER | NA | Control |
| MCCOY, KRAIG, STUART | I | CFO OF WURTS, INC. & COO OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | NA | Control |
| MCCOY, KRAIG, STUART | I | CFO OF VERUS HOLDINGS COMPANY & COO OF VERUS INVESTORS LLC (RELYING ADVISOR) | NA | Control |
| MCCOY, KRAIG, STUART | I | CFO/CCO WURTS, INC. & COO/CCO OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | NA | Control |
| MCCOY, KRAIG, STUART | I | CFO/CCO WURTS, INC. & COO/CCO OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | NA | Control |
| MCCOY, KRAIG, STUART | I | CFO/CCO WURTS, INC. & COO/CCO OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | NA | Control |
| MCCOY, KRAIG, STUART | I | CFO OF VERUS HOLDINGS COMPANY & COO OF VERUS INVESTORS LLC (RELYING ADVISOR) | NA | Control |
| MCCOY, KRAIG, STUART | I | CFO OF VERUS HOLDINGS COMPANY & COO OF VERUS INVESTORS LLC (RELYING ADVISOR) | NA | Control |
| MCCOY, KRAIG, STUART | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MCCOY, KRAIG, STUART | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MCCOY, KRAIG, STUART | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MCCOY, KRAIG, STUART | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MCCOY, KRAIG, STUART | I | CHIEF FINANCIAL OFFICER/SHAREHOLDER | NA | Control |
| MCCOY, KRAIG, STUART | I | CHIEF FINANCIAL OFFICER/SHAREHOLDER | NA | Control |
| MCCOY, KRAIG, STUART | I | CHIEF FINANCIAL OFFICER/SHAREHOLDER | NA | Control |
| MCCOY, KRAIG, STUART | I | CHIEF FINANCIAL OFFICER/SHAREHOLDER | NA | Control |
| MCCOY, KRAIG, STUART | I | CHIEF FINANCIAL OFFICER/SHAREHOLDER | NA | Control |
| MCCOY, KRAIG, STUART | I | PRESIDENT/CHIEF FINANCIAL OFFICER/SHAREHOLDER | NA | Control |
| MCCOY, KRAIG, STUART | I | DIRECTOR/PRESIDENT/CHIEF FINANCIAL OFFICER/SHAREHOLDER | NA | Control |
| RUTLEDGE, TIMOTHY, CHARLES | I | SENIOR CONSULTANT | NA | |
| RUTLEDGE, TIMOTHY, CHARLES | I | SENIOR CONSULTANT | NA | |
| RUTLEDGE, TIMOTHY, CHARLES | I | SENIOR CONSULTANT | NA | |
| RUTLEDGE, TIMOTHY, CHARLES | I | SENIOR CONSULTANT/SHAREHOLDER | NA | Control |
| RUTLEDGE, TIMOTHY, CHARLES | I | SENIOR CONSULTANT | NA | |
| RUTLEDGE, TIMOTHY, CHARLES | I | SENIOR CONSULTANT | NA | |
| RUTLEDGE, TIMOTHY, CHARLES | I | SENIOR CONSULTANT | NA | |
| SCOTT, JEFFREY, CARL | I | CHIEF INVESTMENT OFFICER OF WURTS, INC. SHAREHOLDER OF WURTS, INC. & MANAGER, KEI INVESTMENTS, LLC (RELYING ADVISOR) | NA | Control |
| SCOTT, JEFFREY, CARL | I | CIO OF VERUS HOLDINGS COMPANY, SHAREHOLDER OF VERUS HOLDINGS COMPANY, MANAGER OF VERUS INVESTORS, LLC (RELYING ADVISOR) | NA | Control |
| SCOTT, JEFFREY, CARL | I | CHIEF INVESTMENT OFFICER OF WURTS, INC. & MANAGER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | NA | Control |
| SCOTT, JEFFREY, CARL | I | CHIEF INVESTMENT OFFICER OF WURTS & ASSOCIATES INC. & MANAGER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | NA | Control |
| SCOTT, JEFFREY, CARL | I | CHIEF INVESTMENT OFFICER OF WURTS, INC. & MANAGER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | NA | Control |
| SCOTT, JEFFREY, CARL | I | CHIEF INVESTMENT OFFICER OF WURTS & ASSOCIATES INC. & MANAGER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | NA | Control |
| SCOTT, JEFFREY, CARL | I | CHIEF INVESTMENT OFFICER OF WURTS & ASSOCIATES INC. & MANAGER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | NA | Control |
| SCOTT, JEFFREY, CARL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SCOTT, JEFFREY, CARL | I | CHIEF INVESTMENT OFFICER OF WURTS & ASSOCIATES INC. & MANAGER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | NA | Control |
| SCOTT, JEFFREY, CARL | I | CHIEF INVESTMENT OFFICER OF WURTS & ASSOCIATES INC. & MANAGER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | NA | Control |
| SCOTT, JEFFREY, CARL | I | CHIEF INVESTMENT OFFICER OF WURTS & ASSOCIATES INC. & MANAGER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | NA | Control |
| SCOTT, JEFFREY, CARL | I | CHIEF INVESTMENT OFFICER OF WURTS, INC. & MANAGER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | NA | Control |
| SCOTT, JEFFREY, CARL | I | CIO OF VERUS HOLDINGS COMPANY, SHAREHOLDER OF VERUS HOLDINGS COMPANY, MANAGER OF VERUS INVESTORS, LLC (RELYING ADVISOR) | NA | Control |
| SCOTT, JEFFREY, CARL | I | CIO OF VERUS HOLDINGS COMPANY, SHAREHOLDER OF VERUS HOLDINGS COMPANY, MANAGER OF VERUS INVESTORS, LLC (RELYING ADVISOR) | NA | Control |
| SPENCER, WARREN, R | I | CCO | NA | |
| SPENCER, WARREN, R | I | CCO OF VERUS HOLDINGS COMPANY, VERUS ADVISORY INC., AND VERUS INVESTORS, LLC | NA | |
| SPENCER, WARREN, R | I | CCO OF VERUS HOLDINGS COMPANY, VERUS ADVISORY INC., AND VERUS INVESTORS, LLC | NA | |
| SPENCER, WARREN, R | I | CCO OF VERUS HOLDINGS COMPANY, VERUS ADVISORY INC., AND VERUS INVESTORS, LLC | NA | |
| SPENCER, WARREN, R | I | CHIEF COMPLIANCE OFFICER | NA | |
| SPENCER, WARREN, R | I | CHIEF COMPLIANCE OFFICER | NA | |
| SPENCER, WARREN, R | I | CHIEF COMPLIANCE OFFICER | NA | |
| SPENCER, WARREN, R | I | CHIEF COMPLIANCE OFFICER | NA | |
| SPENCER, WARREN, R | I | CHIEF COMPLIANCE OFFICER | NA | |
| SPENCER, WARREN, R | I | CHIEF COMPLIANCE OFFICER | NA | |
| SPENCER, WARREN, R | I | CHIEF COMPLIANCE OFFICER | NA | |
| SPENCER, WARREN, R | I | CHIEF COMPLIANCE OFFICER | NA | |
| SPENCER, WARREN, R | I | CHIEF COMPLIANCE OFFICER | NA | |
| SPENCER, WARREN, R | I | CHIEF COMPLIANCE OFFICER | NA | |
| SPENCER, WARREN, R | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWENSEN, ANGELA, JOY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWENSEN, ANGELA, JOY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWENSEN, ANGELA, JOY | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER | NA | Control |
| SWENSEN, ANGELA, JOY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENSEN, ANGELA, JOY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWENSEN, ANGELA, JOY | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER | NA | Control |
| SWENSEN, ANGELA, JOY | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER | NA | Control |
| SWENSEN, ANGELA, JOY | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER | NA | Control |
| SWENSEN, ANGELA, JOY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWENSEN, ANGELA, JOY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENSEN, ANGELA, JOY | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER | NA | Control |
| SWENSEN, ANGELA, JOY | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER | NA | Control |
| SWENSEN, ANGELA, JOY | I | TREASURER/SHAREHOLDER OF WURTS, INC. | NA | Control |
| SWENSEN, ANGELA, JOY | I | TREASURER/SHAREHOLDER OF VERUS HOLDINGS COMPANY | NA | Control |
| SWENSEN, ANGELA, JOY | I | TREASURER/SHAREHOLDER OF WURTS, INC. | NA | Control |
| SWENSEN, ANGELA, JOY | I | CCO/SHAREHOLDER OF WURTS & ASSOCIATES & CCO OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | NA | Control |
| SWENSEN, ANGELA, JOY | I | TREASURER/SHAREHOLDER OF WURTS, INC. | NA | Control |
| SWENSEN, ANGELA, JOY | I | CCO/SHAREHOLDER OF WURTS & ASSOCIATES & CCO OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | NA | Control |
| SWENSEN, ANGELA, JOY | I | CCO/SHAREHOLDER OF WURTS & ASSOCIATES & CCO OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | NA | Control |
| SWENSEN, ANGELA, JOY | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER | NA | Control |
| SWENSEN, ANGELA, JOY | I | CCO/SHAREHOLDER OF WURTS & ASSOCIATES & CCO OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | NA | Control |
| SWENSEN, ANGELA, JOY | I | CCO/SHAREHOLDER OF WURTS & ASSOCIATES & CCO OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | NA | Control |
| SWENSEN, ANGELA, JOY | I | CCO/SHAREHOLDER OF WURTS & ASSOCIATES & CCO OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | NA | Control |
| SWENSEN, ANGELA, JOY | I | TREASURER/SHAREHOLDER OF WURTS, INC. | NA | Control |
| SWENSEN, ANGELA, JOY | I | TREASURER/SHAREHOLDER OF VERUS HOLDINGS COMPANY | NA | Control |
| SWENSEN, ANGELA, JOY | I | TREASURER/SHAREHOLDER OF VERUS HOLDINGS COMPANY | NA | Control |
| SWENSEN, ANGELA, JOY | I | TREASURER/SHAREHOLDER | NA | Control |
| SWENSEN, ANGELA, JOY | I | TREASURER/SHAREHOLDER | NA | Control |
| SWENSEN, ANGELA, JOY | I | TREASURER/SHAREHOLDER | NA | Control |
| Toner, Ian, M | I | CHIEF INVESTMENT OFFICER, SHAREHOLDER | NA | Control |
| Toner, Ian, M | I | CHIEF INVESTMENT OFFICER, SHAREHOLDER | NA | Control |
| Toner, Ian, M | I | CHIEF INVESTMENT OFFICER, SHAREHOLDER | NA | Control |
| Toner, Ian, M | I | CHIEF INVESTMENT OFFICER, SHAREHOLDER | NA | Control |
| Toner, Ian, M | I | CHIEF INVESTMENT OFFICER, SHAREHOLDER | NA | Control |
| Toner, Ian, M | I | CHIEF INVESTMENT OFFICER, SHAREHOLDER | NA | Control |
| Toner, Ian, M | I | CHIEF INVESTMENT OFFICER, SHAREHOLDER | NA | Control |
| Toner, Ian, M | I | CHIEF INVESTMENT OFFICER, SHAREHOLDER | NA | Control |
| Toner, Ian, M | I | CHIEF INVESTMENT OFFICER, SHAREHOLDER | NA | Control |
| Toner, Ian, M | I | CHIEF INVESTMENT OFFICER, SHAREHOLDER | NA | Control |
| Toner, Ian, M | I | CHIEF INVESTMENT OFFICER, SHAREHOLDER | NA | Control |
| WHALEN, SCOTT, JEROME | I | EVP/SENIOR CONSULTANT/SHAREHOLDER | NA | Control |
| WHALEN, SCOTT, JEROME | I | EVP/SENIOR CONSULTANT/SHAREHOLDER | NA | Control |
| WHALEN, SCOTT, JEROME | I | EVP/SENIOR CONSULTANT/SHAREHOLDER | NA | Control |
| WHALEN, SCOTT, JEROME | I | EVP/SENIOR CONSULTANT/SHAREHOLDER | NA | Control |
| WOLFE, EDWARD, JAMES | I | DIRECTOR | NA | Control |
| WOLFE, EDWARD, JAMES | I | DIRECTOR | NA | Control |
| WOLFE, EDWARD, JAMES | I | DIRECTOR | NA | Control |
| WOLFE, EDWARD, JAMES | I | DIRECTOR | NA | Control |
| WOLFE, EDWARD, JAMES | I | DIRECTOR | NA | Control |
| WOLFE, EDWARD, JAMES | I | DIRECTOR | NA | Control |
| WOLFE, EDWARD, JAMES | I | DIRECTOR | NA | Control |
| WOLFE, EDWARD, JAMES | I | DIRECTOR | NA | Control |
| MACLEAN, JEFFREY, JAMES | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| MACLEAN, JEFFREY, JAMES | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| VERUS HOLDINGS COMPANY | DE | SHAREHOLDER | E | Control |
| VERUS HOLDINGS COMPANY | DE | SHAREHOLDER | E | Control |
| VERUS HOLDINGS COMPANY | DE | SHAREHOLDER | E | Control |
| VERUS HOLDINGS COMPANY | DE | SHAREHOLDER | E | Control |
| VERUS HOLDINGS COMPANY | DE | SHAREHOLDER | E | Control |
| VERUS HOLDINGS COMPANY | DE | SHAREHOLDER | E | Control |
| VERUS HOLDINGS COMPANY | DE | SHAREHOLDER | E | Control |
| VERUS HOLDINGS COMPANY | DE | SHAREHOLDER | E | Control |
| VERUS HOLDINGS COMPANY | DE | SHAREHOLDER | E | Control |
| VERUS HOLDINGS COMPANY | DE | SHAREHOLDER | E | Control |
| VERUS HOLDINGS COMPANY | DE | SHAREHOLDER | E | Control |
| WURTS, WILLIAM, WHITNEY | I | PRESIDENT | E | Control |
| WURTS, WILLIAM, WHITNEY | I | PRESIDENT | E | Control |
| WURTS, WILLIAM, WHITNEY | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER | E | Control |
| JCS ADVISORS, LLC | DE | MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | D | Control |
| JCS ADVISORS, LLC | DE | MEMBER OF VERUS INVESTORS, LLC (RELYING ADVISOR) | D | Control |
| JCS ADVISORS, LLC | DE | MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | D | Control |
| JCS ADVISORS, LLC | DE | MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | D | Control |
| JCS ADVISORS, LLC | DE | MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | D | Control |
| JCS ADVISORS, LLC | DE | MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | D | Control |
| JCS ADVISORS, LLC | DE | MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | D | Control |
| JCS ADVISORS, LLC | DE | MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | D | Control |
| JCS ADVISORS, LLC | DE | MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | D | Control |
| JCS ADVISORS, LLC | DE | MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | D | Control |
| JCS ADVISORS, LLC | DE | MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | D | Control |
| JCS ADVISORS, LLC | DE | MEMBER OF VERUS INVESTORS, LLC (RELYING ADVISOR) | D | Control |
| JCS ADVISORS, LLC | DE | MEMBER OF VERUS INVESTORS, LLC (RELYING ADVISOR) | D | Control |
| MACLEAN, JEFFREY, JAMES | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/SHAREHOLDER | D | Control |
| MACLEAN, JEFFREY, JAMES | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | D | Control |
| MACLEAN, JEFFREY, JAMES | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/SHAREHOLDER | D | Control |
| MACLEAN, JEFFREY, JAMES | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/SHAREHOLDER | D | Control |
| MACLEAN, JEFFREY, JAMES | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/SHAREHOLDER | D | Control |
| MACLEAN, JEFFREY, JAMES | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | D | Control |
| MACLEAN, JEFFREY, JAMES | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/SHAREHOLDER | D | Control |
| MACLEAN, JEFFREY, JAMES | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/SHAREHOLDER | D | Control |
| MACLEAN, JEFFREY, JAMES | I | CHIEF EXECUTIVE OFFICER/SHAREHOLDER OF WURTS, INC. | D | Control |
| MACLEAN, JEFFREY, JAMES | I | CHIEF EXECUTIVE OFFICER/SHAREHOLDER OF VERUS HOLDINGS COMPANY | D | Control |
| MACLEAN, JEFFREY, JAMES | I | CHIEF EXECUTIVE OFFICER/SHAREHOLDER OF WURTS, INC. | D | Control |
| MACLEAN, JEFFREY, JAMES | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/SHAREHOLDER OF WURTS & ASSOCIATES INC. | D | Control |
| MACLEAN, JEFFREY, JAMES | I | CHIEF EXECUTIVE OFFICER/SHAREHOLDER OF WURTS, INC. | D | Control |
| MACLEAN, JEFFREY, JAMES | I | CHIEF EXECUTIVE OFFICER/SHAREHOLDER OF WURTS & ASSOCIATES INC. | D | Control |
| MACLEAN, JEFFREY, JAMES | I | CHIEF EXECUTIVE OFFICER/SHAREHOLDER OF WURTS & ASSOCIATES INC. | D | Control |
| MACLEAN, JEFFREY, JAMES | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/SHAREHOLDER | D | Control |
| MACLEAN, JEFFREY, JAMES | I | CHIEF EXECUTIVE OFFICER/SHAREHOLDER OF WURTS & ASSOCIATES INC. | D | Control |
| MACLEAN, JEFFREY, JAMES | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/SHAREHOLDER OF WURTS & ASSOCIATES INC. | D | Control |
| MACLEAN, JEFFREY, JAMES | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/SHAREHOLDER OF WURTS & ASSOCIATES INC. | D | Control |
| MACLEAN, JEFFREY, JAMES | I | CHIEF EXECUTIVE OFFICER/SHAREHOLDER OF WURTS, INC. | D | Control |
| MACLEAN, JEFFREY, JAMES | I | DIRECTOR/CEO/SHAREHOLDER OF VERUS HOLDINGS COMPANY | D | Control |
| MACLEAN, JEFFREY, JAMES | I | DIRECTOR/CEO/SHAREHOLDER OF VERUS HOLDINGS COMPANY | D | Control |
| VERUS HOLDINGS COMPANY | DE | MEMBER OF VERUS INVESTORS, LLC (RELYING ADVISOR) | D | Control |
| VERUS HOLDINGS COMPANY | DE | MEMBER OF VERUS INVESTORS, LLC (RELYING ADVISOR) | D | Control |
| VERUS HOLDINGS COMPANY | DE | MEMBER OF VERUS INVESTORS, LLC (RELYING ADVISOR) | D | Control |
| WURTS, INC. | DE | MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | D | Control |
| WURTS, INC. | DE | MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | D | Control |
| WURTS, INC. | DE | MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | D | Control |
| WURTS, INC. | DE | MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | D | Control |
| WURTS, LLC | DE | MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | D | Control |
| WURTS, LLC | DE | MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | D | Control |
| WURTS, LLC | DE | MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | D | Control |
| WURTS, LLC | DE | MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | D | Control |
| WURTS, LLC | DE | MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | D | Control |
| WURTS, LLC | DE | MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | D | Control |
| WURTS, WILLIAM, WHITNEY | I | CHAIRMAN | D | Control |
| WURTS, WILLIAM, WHITNEY | I | CHAIRMAN | D | Control |
| WURTS, WILLIAM, WHITNEY | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER | D | Control |
| WURTS, WILLIAM, WHITNEY | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER | D | Control |
| WURTS, WILLIAM, WHITNEY | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER | D | Control |
| MACLEAN, JEFFREY, JAMES | I | PRESIDENT/CHIEF OPERATING OFFICER | B | Control |
| MACLEAN, JEFFREY, JAMES | I | PRESIDENT/CHIEF OPERATING OFFICER | B | Control |
| MACLEAN, JEFFREY, JAMES | I | PRESIDENT/CHIEF OPERATING OFFICER | B | Control |
| MACLEAN, JEFFREY, JAMES | I | PRESIDENT/CHIEF OPERATING OFFICER | B | Control |
| MACLEAN, JEFFREY, JAMES | I | PRESIDENT/CHIEF OPERATING OFFICER | B | |
| WYMAN, RICHARD, CAMERON | I | SENIOR VICE PRESIDENT/CHIEF FINANCIAL OFFICER | B | Control |
| WYMAN, RICHARD, CAMERON | I | SENIOR VICE PRESIDENT/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| WYMAN, RICHARD, CAMERON | I | SENIOR VICE PRESIDENT/CHIEF FINANCIAL OFFICER | B | |
| HEIER, SHELLY, JEAN | I | CONSULTANT | A | Control |
| HEIER, SHELLY, JEAN | I | CONSULTANT | A | Control |
| HEIER, SHELLY, JEAN | I | PRESIDENT/SENIOR CONSULTANT/SHAREHOLDER OF WURTS, INC. | A | Control |
| HEIER, SHELLY, JEAN | I | PRESIDENT/SENIOR CONSULTANT/SHAREHOLDER OF VERUS HOLDINGS COMPANY | A | Control |
| HEIER, SHELLY, JEAN | I | PRESIDENT/SENIOR CONSULTANT/SHAREHOLDER OF WURTS, INC. | A | Control |
| HEIER, SHELLY, JEAN | I | EVP/SENIOR CONSULTANT/SHAREHOLDER OF WURTS & ASSOCIATES | A | Control |
| HEIER, SHELLY, JEAN | I | PRESIDENT/SENIOR CONSULTANT/SHAREHOLDER OF WURTS, INC. | A | Control |
| HEIER, SHELLY, JEAN | I | PRESIDENT/SENIOR CONSULTANT/SHAREHOLDER OF WURTS & ASSOCIATES | A | Control |
| HEIER, SHELLY, JEAN | I | PRESIDENT/SENIOR CONSULTANT/SHAREHOLDER OF WURTS & ASSOCIATES | A | Control |
| HEIER, SHELLY, JEAN | I | EVP/SENIOR CONSULTANT/SHAREHOLDER | A | Control |
| HEIER, SHELLY, JEAN | I | PRESIDENT/SENIOR CONSULTANT/SHAREHOLDER OF WURTS & ASSOCIATES | A | Control |
| HEIER, SHELLY, JEAN | I | EVP/SENIOR CONSULTANT/SHAREHOLDER OF WURTS & ASSOCIATES | A | Control |
| HEIER, SHELLY, JEAN | I | EVP/SENIOR CONSULTANT/SHAREHOLDER OF WURTS & ASSOCIATES | A | Control |
| HEIER, SHELLY, JEAN | I | PRESIDENT/SENIOR CONSULTANT/SHAREHOLDER OF WURTS, INC. | A | Control |
| HEIER, SHELLY, JEAN | I | DIRECTOR/PRESIDENT/SENIOR CONSULTANT/SHAREHOLDER OF VERUS HOLDINGS COMPANY | A | Control |
| HEIER, SHELLY, JEAN | I | DIRECTOR/PRESIDENT/SENIOR CONSULTANT/SHAREHOLDER OF VERUS HOLDINGS COMPANY | A | Control |
| HEIER, SHELLY, JEAN | I | DIRECTOR/PRESIDENT/SENIOR CONSULTANT/SHAREHOLDER | A | Control |
| HEIER, SHELLY, JEAN | I | DIRECTOR/PRESIDENT/SENIOR CONSULTANT/SHAREHOLDER | A | Control |
| HEIER, SHELLY, JEAN | I | DIRECTOR/PRESIDENT/SENIOR CONSULTANT/SHAREHOLDER | A | Control |
| HEIER, SHELLY, JEAN | I | DIRECTOR/PRESIDENT/SENIOR CONSULTANT/SHAREHOLDER | A | Control |
| HEIER, SHELLY, JEAN | I | DIRECTOR/PRESIDENT/SENIOR CONSULTANT/SHAREHOLDER | A | Control |
| MACLEAN, JEFFREY, JAMES | I | PRINCIPAL | A | |
| MACLEAN, JEFFREY, JAMES | I | PRINCIPAL | A | |
| MACLEAN, JEFFREY, JAMES | I | PRESIDENT/CHIEF OPERATING OFFICER | A | |
| RUTLEDGE, TIMOTHY, CHARLES | I | SENIOR CONSULTANT | A | Control |
| RUTLEDGE, TIMOTHY, CHARLES | I | SENIOR CONSULTANT | A | Control |
| WESTREICH, ANNE, ELIZABETH | I | DIRECTOR/MANAGING DIRECTOR SENIOR CONSULTANT/SHAREHOLDER | A | Control |
| WHALEN, SCOTT, JEROME | I | SENIOR CONSULTANT/SHAREHOLDER | A | Control |
| WHALEN, SCOTT, JEROME | I | SENIOR CONSULTANT | A | Control |
| WHALEN, SCOTT, JEROME | I | SENIOR CONSULTANT/SHAREHOLDER | A | Control |
| WHALEN, SCOTT, JEROME | I | SENIOR CONSULTANT/SHAREHOLDER | A | Control |
| WHALEN, SCOTT, JEROME | I | SENIOR CONSULTANT/SHAREHOLDER | A | Control |
| WHALEN, SCOTT, JEROME | I | SENIOR CONSULTANT | A | Control |
| WHALEN, SCOTT, JEROME | I | SENIOR CONSULTANT/SHAREHOLDER | A | Control |
| WHALEN, SCOTT, JEROME | I | SENIOR CONSULTANT/SHAREHOLDER | A | Control |
| WHALEN, SCOTT, JEROME | I | EVP/SENIOR CONSULTANT/SHAREHOLDER OF WURTS, INC. | A | Control |
| WHALEN, SCOTT, JEROME | I | EVP/SENIOR CONSULTANT/SHAREHOLDER OF VERUS HOLDINGS COMPANY | A | Control |
| WHALEN, SCOTT, JEROME | I | EVP/SENIOR CONSULTANT/SHAREHOLDER OF WURTS, INC. | A | Control |
| WHALEN, SCOTT, JEROME | I | EVP/SENIOR CONSULTANT/SHAREHOLDER OF WURTS & ASSOCIATES | A | Control |
| WHALEN, SCOTT, JEROME | I | EVP/SENIOR CONSULTANT/SHAREHOLDER OF WURTS, INC. | A | Control |
| WHALEN, SCOTT, JEROME | I | EVP/SENIOR CONSULTANT/SHAREHOLDER OF WURTS & ASSOCIATES | A | Control |
| WHALEN, SCOTT, JEROME | I | EVP/SENIOR CONSULTANT/SHAREHOLDER OF WURTS & ASSOCIATES | A | Control |
| WHALEN, SCOTT, JEROME | I | EVP/SENIOR CONSULTANT/SHAREHOLDER | A | Control |
| WHALEN, SCOTT, JEROME | I | EVP/SENIOR CONSULTANT/SHAREHOLDER OF WURTS & ASSOCIATES | A | Control |
| WHALEN, SCOTT, JEROME | I | EVP/SENIOR CONSULTANT/SHAREHOLDER OF WURTS & ASSOCIATES | A | Control |
| WHALEN, SCOTT, JEROME | I | EVP/SENIOR CONSULTANT/SHAREHOLDER OF WURTS & ASSOCIATES | A | Control |
| WHALEN, SCOTT, JEROME | I | EVP/SENIOR CONSULTANT/SHAREHOLDER OF WURTS, INC. | A | Control |
| WHALEN, SCOTT, JEROME | I | EVP/SENIOR CONSULTANT/SHAREHOLDER OF VERUS HOLDINGS COMPANY | A | Control |
| WHALEN, SCOTT, JEROME | I | EVP/SENIOR CONSULTANT/SHAREHOLDER OF VERUS HOLDINGS COMPANY | A | Control |
| WHALEN, SCOTT, JEROME | I | EVP/SENIOR CONSULTANT/SHAREHOLDER | A | Control |
| WHALEN, SCOTT, JEROME | I | EVP/SENIOR CONSULTANT/SHAREHOLDER | A | Control |
| WHALEN, SCOTT, JEROME | I | EVP/SENIOR CONSULTANT/SHAREHOLDER | A | Control |
| WHALEN, SCOTT, JEROME | I | EVP/SENIOR CONSULTANT/SHAREHOLDER | A | Control |
| WHALEN, SCOTT, JEROME | I | EVP/SENIOR CONSULTANT/SHAREHOLDER | A | Control |
| WHALEN, SCOTT, JEROME | I | EVP/SENIOR CONSULTANT/SHAREHOLDER | A | Control |
| WURTS, WILLIAM, WHITNEY | I | CHAIRMAN | A | Control |
| WURTS, WILLIAM, WHITNEY | I | CHAIRMAN/SHAREHOLDER | A | Control |
| WURTS, WILLIAM, WHITNEY | I | CHAIRMAN | A | Control |
| WURTS, WILLIAM, WHITNEY | I | CHAIRMAN/SHAREHOLDER | A | Control |
| WURTS, WILLIAM, WHITNEY | I | CHAIRMAN/SHAREHOLDER | A | Control |
| WURTS, WILLIAM, WHITNEY | I | CHAIRMAN/SHAREHOLDER | A | Control |
| WURTS, WILLIAM, WHITNEY | I | CHAIRMAN | A | Control |
| WURTS, WILLIAM, WHITNEY | I | CHAIRMAN | A | Control |
| WURTS, WILLIAM, WHITNEY | I | CHAIRMAN/SHAREHOLDER | A | Control |
| WURTS, WILLIAM, WHITNEY | I | CHAIRMAN/SHAREHOLDER | A | Control |
| WURTS, WILLIAM, WHITNEY | I | CHAIRMAN | A | Control |
| WURTS, WILLIAM, WHITNEY | I | CHAIRMAN | A | Control |
| WURTS, WILLIAM, WHITNEY | I | CHAIRMAN | A | Control |
| WURTS, WILLIAM, WHITNEY | I | CHAIRMAN/SHAREHOLDER OF WURTS & ASSOCIATES | A | Control |
| WURTS, WILLIAM, WHITNEY | I | CHAIRMAN | A | Control |
| WURTS, WILLIAM, WHITNEY | I | CHAIRMAN/SHAREHOLDER OF WURTS & ASSOCIATES | A | Control |
| WURTS, WILLIAM, WHITNEY | I | CHAIRMAN/SHAREHOLDER OF WURTS & ASSOCIATES | A | Control |
| WURTS, WILLIAM, WHITNEY | I | CHAIRMAN/SHAREHOLDER | A | Control |
| WURTS, WILLIAM, WHITNEY | I | CHAIRMAN/SHAREHOLDER OF WURTS & ASSOCIATES | A | Control |
| WURTS, WILLIAM, WHITNEY | I | CHAIRMAN/SHAREHOLDER OF WURTS & ASSOCIATES | A | Control |
| WURTS, WILLIAM, WHITNEY | I | CHAIRMAN/SHAREHOLDER OF WURTS & ASSOCIATES | A | Control |
| WURTS, WILLIAM, WHITNEY | I | CHAIRMAN | A | Control |
| WYMAN, RICHARD, CAMERON | I | PRINCIPAL | A | |
| WYMAN, RICHARD, CAMERON | I | PRINCIPAL | A | |
| WYMAN, RICHARD, CAMERON | I | SENIOR VICE PRESIDENT/CHIEF FINANCIAL OFFICER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MACLEAN, JEFFREY, JAMES | I | WURTS, INC. | D | Control |
| MACLEAN, JEFFREY, JAMES | I | WURTS, INC. | D | Control |
| MACLEAN, JEFFREY, JAMES | I | VERUS HOLDINGS COMPANY | D | Control |
| MACLEAN, JEFFREY, JAMES | I | VERUS HOLDINGS COMPANY | D | Control |
| MACLEAN, JEFFREY, JAMES | I | VERUS HOLDINGS COMPANY | D | Control |
| MACLEAN, JEFFREY, JAMES | I | VERUS HOLDINGS COMPANY | D | Control |
| MACLEAN, JEFFREY, JAMES | I | VERUS HOLDINGS COMPANY | D | Control |
| MACLEAN, JEFFREY, JAMES | I | VERUS HOLDINGS COMPANY | D | Control |
| MACLEAN, JEFFREY, JAMES | I | VERUS HOLDINGS COMPANY | D | Control |
| MACLEAN, JEFFREY, JAMES | I | VERUS HOLDINGS COMPANY | D | Control |
| MACLEAN, JEFFREY, JAMES | I | VERUS HOLDINGS COMPANY | D | Control |
| MACLEAN, JEFFREY, JAMES | I | VERUS HOLDINGS COMPANY | D | Control |
| MACLEAN, JEFFREY, JAMES | I | VERUS HOLDINGS COMPANY | D | Control |
| MACLEAN, JEFFREY, JAMES | I | VERUS HOLDINGS COMPANY | D | Control |
| SCOTT, JEFFREY, CARL | I | JCS ADVISORS, LLC, A MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | D | Control |
| SCOTT, JEFFREY, CARL | I | JCS ADVISORS, LLC, A MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | D | Control |
| SCOTT, JEFFREY, CARL | I | JCS ADVISORS, LLC, A MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | D | Control |
| SCOTT, JEFFREY, CARL | I | JCS ADVISORS, LLC, A MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | D | Control |
| SCOTT, JEFFREY, CARL | I | JCS ADVISORS, LLC, A MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | D | Control |
| SCOTT, JEFFREY, CARL | I | JCS ADVISORS, LLC, A MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | D | Control |
| SCOTT, JEFFREY, CARL | I | JCS ADVISORS, LLC, A MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | D | Control |
| SCOTT, JEFFREY, CARL | I | JCS ADVISORS, LLC, A MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | D | Control |
| SCOTT, JEFFREY, CARL | I | JCS ADVISORS, LLC, A MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | D | Control |
| SCOTT, JEFFREY, CARL | I | JCS ADVISORS, LLC, A MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | D | Control |
| SCOTT, JEFFREY, CARL | I | JCS ADVISORS, LLC, A MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | D | Control |
| SCOTT, JEFFREY, CARL | I | JCS ADVISORS, LLC, A MEMBER OF VERUS INVESTORS, LLC (RELYING ADVISOR) | D | Control |
| SCOTT, JEFFREY, CARL | I | JCS ADVISORS, LLC, A MEMBER OF VERUS INVESTORS, LLC (RELYING ADVISOR) | D | Control |
| MACLEAN, JEFFREY, JAMES | I | WURTS, LLC, A MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | C | Control |
| MACLEAN, JEFFREY, JAMES | I | WURTS, LLC, A MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | C | Control |
| MACLEAN, JEFFREY, JAMES | I | WURTS, LLC, A MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | C | Control |
| MACLEAN, JEFFREY, JAMES | I | WURTS, LLC, A MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | C | Control |
| MACLEAN, JEFFREY, JAMES | I | WURTS, LLC, A MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | C | Control |
| MACLEAN, JEFFREY, JAMES | I | WURTS, LLC, A MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | C | Control |
| MACLEAN, JEFFREY, JAMES | I | WURTS, LLC, A MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | C | Control |
| MACLEAN, JEFFREY, JAMES | I | WURTS, LLC, A MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | C | Control |
| MACLEAN, JEFFREY, JAMES | I | WURTS, LLC, A MEMBER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) | C | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (6)
AZ CA NV OR TX WA
Address
800 FIFTH AVENUESUITE 3900
SEATTLE, WA 98104
United States
Phone: 206-622-3700