Verus Advisory, Inc.
CRD 110565SEC# 801-33895Seattle, WA
No longer SEC-registered. Verus Advisory, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$19.43B
Employees
87
Accounts
122
Location
Seattle, WA
Verus Advisory, Inc. assets under management
Verus Advisory, Inc. is an investment advisory firm registered with the SEC based in Seattle, WA. It reports $19.4 billion in regulatory assets under management and employs 87 people.
Verus Advisory, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Elizabeth Westreich Control | Director/Managing Director Senior Consultant/Shareholder | 5-10% | 2024 |
| Ian M Toner Control | Chief Investment Officer, Shareholder | Under 5% | 2017 |
| Jeffrey James MacLean Control | Director/Ceo/Shareholder | Under 5% | 2001 |
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Join to unlock · $37/moFrequently asked questions
How much does Verus Advisory, Inc. manage?
Verus Advisory, Inc. reports $19.4 billion in regulatory assets under management on its Form ADV.
How many employees does Verus Advisory, Inc. have?
Verus Advisory, Inc. reports 87 employees.
Where is Verus Advisory, Inc. located?
Verus Advisory, Inc. is based in Seattle, WA.
Does Verus Advisory, Inc. disclose fund performance?
Verus Advisory, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 800 Fifth Avenue, Suite 3900, Seattle, WA 98104 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$19.43B▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 5%
Larger than 95% of 16,271 advisers
EmployeesTop 8%
More than 92% of 16,825 advisers
Assets under management
$19.43Bregulatory AUM
Discretionary $10.36BNon-discretionary $9.07B