Viribus Wealth Management

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Indianapolis
CRD Number
Website viribuswm.com
Client types

Overview

Viribus Wealth Management is a Terre Haute–based wealth advisory practice serving individuals, families and business owners with planning-led, goals-based advice. The team emphasizes personal relationships and transparent guidance, helping clients design flexible investment strategies and navigate retirement, estate, insurance and education planning needs. Viribus operates as Viribus Wealth Management &Partners, delivering advice through the &Partners platform with primary custody at Fidelity’s National Financial Services. This structure blends boutique service with institutional trading, custody and due-diligence resources, allowing the team to tailor portfolios and ongoing reviews around client objectives and risk tolerance while maintaining clear disclosures and best-interest standards.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Viribus Wealth Management

Platform Details

Investment Preferences

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Address

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