SourcingSourcing

VERUS WEALTH MANAGEMENT, LLC

C46
CRD 323130·SEC 801-132079·DE PERE, WI
AUM
$143.1M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$429K
@ 30% margin
Est. Deal Value
$3.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VERUS WEALTH MANAGEMENT, LLC
CRD
323130
SEC file #
801-132079
EIN
874638276
DBA names
Verus Wealth Management

Economics

AUM
$143.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$117.6M → $143.1M▲ +22%
Client mix
Individuals High Net Worth36
Individuals Other23

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
DE PERE WI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/10/2026
ADV-W filed at
—
Website
veruswealthmgmt.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ALBERS, MARK, DAVID
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
ALBERS, MARK, DAVID
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
VERUSWEALTHMGMT.COM
Rdap Domain Creation Date
2022-07-31T11:06:42Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002042938
Edgar Registered
Yes
Edgar Filing Count
8
Edgar First Filing Date
2025-01-23
Edgar Last Filing Date
2026-04-24
Edgar 13f Count
7
Edgar 13f Latest AUM Estimate
Filing Date2026-04-24
Accession0002042938-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3187
Soi Zip Pct 200k Plus
0.0897
Soi Zip Returns 200k Plus
2,230
Soi Zip Total AGI
2,878,425
Fdic Zip Total Deposits
14,782,154,000
Fdic Zip Branch Count
396
Fdic Zip Top Banks
Associated Bank, National Association
Nicolet National Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
2071D LAWRENCE DRDE PERE, WI 54115
Business
2071D LAWRENCE DRDE PERE, WI 54115
Edgar EIN
874638276
Edgar Recent Filings
13F-HR2026-04-24 · 0002042938-26-000002
13F-HR2026-01-16 · 0002042938-26-000001
Fdic Zip Branches Raw
Bank One, Green BayDe Pere, WI
First Northern Savings Bank, Savings AssociationDepere, WI
Fdic Zip HHI
1634.82
Fdic Zip Top Bank Share Pct
33.42
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-31T11:06:42Z
Rdap Domain Last Changed
2025-07-16T14:39:36Z
Rdap Nameservers
Ns-cloud-a1.googledomains.comNs-cloud-a2.googledomains.comNs-cloud-a3.googledomains.comNs-cloud-a4.googledomains.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI63,477
Returns5,430
Stub 2
AGI192,624
Returns5,090
Stub 3
AGI234,679
Returns3,830
Soi Zip Total Business Income
64,253
Soi Zip Total Cap Gains
267,863
Soi Zip Total Dividends
68,056
Soi Zip Total Returns
24,850
Top Owner CRD
6226751
Trust Company Affiliate
No

People (1)

1
ALBERS, MARK, DAVID
IAR · Direct Owner · 87.5%
6226751