A complete list of active advisors currently associated with Verus Wealth Management
Warmer can help you find a great advisor at Verus Wealth Management or one who fits your needs even better.
Verus Wealth Management provides wealth management and financial planning to individuals, high-net-worth clients, trusts and estates, donor-advised funds, and small businesses, delivering portfolio management alongside both ongoing and project-based financial planning. The firm operates as a fee-only independent adviser and typically charges percentage-of-AUM fees for its wealth management services. The firm’s investment approach emphasizes asset allocation informed by Modern Portfolio Theory and uses passive mutual funds and ETFs alongside discretionary trading to implement client-specific investment policies. Verus may also recommend Outside Managers, performs due diligence on their experience and track records, and states it monitors Outside Managers’ underlying holdings, concentrations, and leverage as part of its ongoing oversight. A distinctive element in the brochure is the firm’s attention to manager leverage and its recent addition of Interactive Brokers as a second approved custodian, a combination that supports and necessitates oversight of borrowing or margin use in separately managed accounts. That inclination toward allowing and monitoring borrowing in SMA arrangements is uncommon among solo independent advisers and may lead to different portfolio risk characteristics than peers who avoid such practices.
To learn more about the advisors currently working at Verus Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
De Pere, WI
| 12
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")