Pasadena, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Verus Capital Partners, LLC
Multi-team
Firm-wide stats for Verus Capital Partners, LLC
About
Verus Capital Partners is a fee-based investment advisory firm that serves individuals (including high-net-worth clients), trusts, pension plans and estates. The firm offers discretionary portfolio management, financial planning, 401(k)/pension consulting, ongoing consultations, and access to third‑party and wrap-fee programs.
The firm combines fundamental and technical analysis to build customized portfolios, uses tactical adjustments and selective hedging (including options and inverse ETFs), and tailors allocations to each client’s time horizon, risk tolerance and tax considerations. Verus monitors accounts on an ongoing basis and uses multiple institutional custodial and wrap platforms (including several LPL-sponsored programs) to implement strategies and reporting.
Compared with many multi-team firms, Verus’s structure includes notable operational affiliates and communications: it operates a proprietary reporting/billing software affiliate (Citius AdvisorSolutions) and an affiliated estate-document guidance service (Arizona Trust and Will), and it prepares periodic client reports and educational materials. The firm also has material relationships with LPL (including numerous dually registered representatives and program-based custody), and recent regulatory actions (an SEC order and a Massachusetts settlement disclosed in the brochure) that prospective clients may consider when evaluating conflicts of interest and oversight.
Based on Verus Capital Partners, LLC
Expertise
Based on Verus Capital Partners, LLC
Location
2700 E Foothill Blvd
Pasadena CA 91107
Advisors at this office
2
Advisors at this office
Yueh Hwa L
CFP®, Series 66
Pasadena, CA
Verus Capital Partners, LLC
Yueh Hwa Lee is a CFP® professional with 12 years of industry experience, currently serving at Verus Capital Partners, LLC and LPL Financial, LLC since 2021. Prior to joining these firms, Lee held roles at Avantax Insurance Agency, Avantax Investment Services, VinePoint Advisory Group, and 1st Global Advisors, among others. Lee also operates VinePoint Advisory Group, LLC, an investment-related business affiliated with his LPL activities. Verus Capital Partners is a fee-based investment management firm that serves individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation across multiple asset classes, tailoring portfolios to clients’ objectives, risk tolerance, and tax considerations.
Caleb T
Series 63, Series 65
Pasadena, CA
Verus Capital Partners, LLC
Caleb Tsang is a financial advisor at Verus Capital Partners, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including LPL Financial and Avantax. Outside of his advisory role, he is involved in tax preparation and accounting services through Vinepoint Consulting. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates. The firm employs both fundamental and technical analysis to customize portfolios and uses tactical adjustments and selective hedging tailored to clients’ time horizons, risk tolerance, and tax considerations.
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