VERUS WEALTH MANAGEMENT, LLC
Legal name: VERUS WEALTH MANAGEMENT
CRD #323130 SEC #801-132079 DE PERE, WI 920-328-0793
SEC Registered
Total AUM
$117.6M
Discretionary
$117.6M
Employees
1
Clients
51
Accounts
182
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALBERS, MARK, DAVID | I | FOUNDER, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| ALBERS, MARK, DAVID | I | FOUNDER, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| ALBERS, MARK, DAVID | I | FOUNDER, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (2)
CA WI
Address
2071D LAWRENCE DRIVEDE PERE, WI 54115
United States
Phone: 920-328-0793