$143.1M Total AUM
$143.1M Disc. AUM
-- 3Y CAGR
1 Employees
59 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-07-2022
- Office Locations
- 1
Office Locations
2071d Lawrence Drive DE Pere WI
About Verus Wealth Management
Verus Wealth Management is an independent, fee-only RIA providing wealth management and financial planning under a fiduciary standard (no product sales or commissions). The firm serves retail clients, including entrepreneurs, and builds portfolios primarily with mutual funds and ETFs. Custody is through Charles Schwab.
Team overview
-- AVG AGE
$143.1M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
3.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MARK DAVID ALBERS
Chief Compliance Officer, FOUNDER, Lead Advisor, Managing Member, Owner
- CRD
- #6226751
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $143,077,574 | $757,024 |
| Non-Discretionary | $0 | -- |
| Total | $143,077,574 | $757,024 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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