Verus Wealth Management, LLC
Verus Wealth Management, LLC is an independent Registered Investment Adviser (RIA) based in De Pere, Wisconsin, founded in the early 2020s. The firm manages investments primarily for individuals and families, with a focus on holistic financial planning and investment management. As of 2025, it manages around $99 million in assets with a relatively small, dedicated team, and serves clients seeking personalized investment strategies and comprehensive wealth management solutions.
Investment Strategy
Verus Wealth Management, LLC’s strategy centers on diversified portfolio construction across major asset classes, primarily through the use of ETFs and large-cap equities. Their approach emphasizes risk management, tax efficiency, and meeting the specific goals of each client. Portfolios typically include core holdings in equity and bond ETFs, supplemented by selective individual equity positions with a long-term investment horizon.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MUB | ISHARES TR | 11.48% | $12.3M | 115,534 | $106.36 | $106.49 | -$85.8K |
V VOO | VANGUARD INDEX FDS | 11.32% | $12.1M | 19,806 | $538.03 | $612.38 | +$1.1M |
V VCIT | VANGUARD SCOTTSDALE FDS | 7.38% | $7.9M | 94,000 | $80.79 | $84.11 | +$432.7K |
B BND | VANGUARD BD INDEX FDS | 6.21% | $6.7M | 89,444 | $72.30 | $74.37 | +$494.4K |
V VEA | VANGUARD TAX-MANAGED FDS | 6.07% | $6.5M | 108,437 | $47.83 | $59.92 | +$172.1K |