Victus Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Victus Wealth Management serves individual and high‑net‑worth clients by providing ongoing asset management, financial planning, and consulting services, generally on a discretionary basis. The firm also reports offering portfolio management to institutional clients and conducts public seminars and workshops to educate the community about investments and its services.
The firm combines third‑party model portfolios with in‑house oversight, retaining discretion to implement, modify, or discontinue models and performing account reviews at least annually. Financial planning engagements are typically ongoing and may include cash‑flow analysis, retirement strategy, tax reduction, and estate preservation, with recommendations delivered verbally or in written reports depending on the engagement.
Notable features relative to peers include the firm’s public, no‑fee seminars and its provision of institutional portfolio management—both uncommon for independent firms of this size. The brochure discloses roughly $22.9 million in discretionary assets, absence of wrap‑fee programs and external product compensation, and that the lead adviser holds an Accredited Investment Fiduciary (AIF) designation.
Client services
Expertise
Fee options
$0 - $500,000: 1.30% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$300 - $1,000 per month (ongoing financial planning and consulting services)
Main office
Enola PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Victus Wealth Management · Victus Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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