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VERUS WEALTH MANAGEMENT, LLC, CRD 323130
DE PERE, WI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MARK DAVID ALBERS | Certified Financial Planner | DE PERE, WI | 3 | 13 | 3 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ALBERS, MARK, DAVID | FOUNDER, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | yes | 01/2022 | Jul 31, 2026 | Jul 31, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 10, 2026 | $143M | $143M | 1 | 1 | 0 | n/a | n/a |
| 2024 | Mar 18, 2025 | $118M | $118M | 1 | 1 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $143M | $118M | 21.7% | n/a | n/a | 1 | 1 | 0 | 0 |