Verus Wealth Management
SEC RegisteredIndependent Wealth Management
About the firm
As an independent Registered Investment Advisor, Verus Wealth Management (VWM) provides fee-only wealth management and financial planning services. VWM does not sell any products or receive any commissions and is legally subject to a fiduciary standard, which involves putting clients' interests first and limiting conflicts of interest.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-only wealth management and financial planning services.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 23 | $7.3M |
| High Net Worth Individuals | 36 | $136M |
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of February 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Verus Wealth Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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