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Verus Advisory, Inc.

CRD 110565SEC# 801-33895Seattle, WA
Export (members)
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
NameTitleOwnershipSince
Anne Elizabeth Westreich ControlDirector/Managing Director Senior Consultant/Shareholder5-10%2024
Ian M Toner ControlChief Investment Officer, ShareholderUnder 5%2017
Jeffrey James MacLean ControlDirector/Ceo/ShareholderUnder 5%2001
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Frequently 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

Address800 Fifth Avenue, Suite 3900, Seattle, WA 98104
Office hours8:00 a.m. To 5:00 p.m.
Discloses disciplinary historyNo

Regulatory AUM

$19.43B▲ 11%
Mar '25 — $17.54BApr '25 — $17.54BMay '25 — $17.54BJun '25 — $17.54BJul '25 — $17.54BAug '25 — $17.54BSep '25 — $17.54BOct '25 — $17.54BNov '25 — $17.54BDec '25 — $17.54BJan '26 — $17.54BFeb '26 — $17.54BMar '26 — $19.43BApr '26 — $19.43BMay '26 — $19.43BJun '26 — $19.43B
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