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Building 2VERUS WEALTH MANAGEMENT

Map pinDE PERE, WI
Phone920-328-0793
NotebookSEC #801-132079
Total AUM
$143.1M
Employees
1
Clients
59

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2071D LAWRENCE DRIVE
DE PERE
WI 54115
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
920-328-0793

ReceiptFinancials

Total AUM
$143.1M
Accounts
189
Discretionary
$143.1M
Accounts
189
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
23
AUM
$7.3M
HNW Individual Clients
36
AUM
$135.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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