Vice President · Verus Financial Partners
Brian J. Welch
CRD 5446627 · Named on Form ADV at one SEC-registered adviser
At a glance
Verus Financial Partners, an SEC-registered wealth manager based in Richmond, VA with $1.2 billion in regulatory assets, lists Brian J. Welch on its Form ADV as Vice President.
Firms and roles
- Verus Financial PartnersVice PresidentWealth manager · Richmond, VA · $1.2B in regulatory assets
AtlasMembers
Brian’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- David A. KozlowskiPresident, Verus Financial Partners
- Julie A. WaitmanSR. Vice President, Chief Compliance Officer, Verus Financial Partners
- Edward L HoppeSR. Vice President, Verus Financial Partners
- William J. LagosSR. Vice President, Verus Financial Partners
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.