DBA: VERUS WEALTH MANAGEMENT
| Total AUM | $143.1M |
| Discretionary | $143.1M100% of AUM |
| Client Accounts | 189 |
| Avg Account Size | $757K |
| Employees | 1 |
| Peak AUM | $143.1MFeb 2026 |
| AUM CAGR | +20.0% /yrover 1 yrs · 4 filings |
Total AUM
$143M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $143M | +21.7% | — | — | — |
| Discretionary AUM | $143M | +21.7% | |||
| Total AUM | $143.1M |
| Discretionary | $143.1M |
| Employees | 1 |
| Client Accounts | 189 |
| Client Range | 51-100 |
Address
2071D LAWRENCE DRIVE
DE PERE WI 54115
Phone
920-328-0793
Filing History
4 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$143M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| — |
| — |
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| Total Accounts | 189 | +3.8% | — | — | — |
| Avg Account Size | $757,024.201 | +17.2% | — | — | — |
| Employees | 1 | 0.0% | — | — | — |
| AUM / Employee | $143M | +21.7% | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $143M | +21.7% | — | — | — |
Client Count Segments | |||||
| HNW Clients | 23 | 8.0% | — | — | — |
| Individuals | 36 | +12.5% | — | — | — |