Yueh-hwa Lee
Investment adviser representative at Verus Capital Partners, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Verus Capital Partners, LLCJun 2021 to now
- LPL Financial, LLCJun 2021 to now
- Vinepoint Advisory Group, LLCJun 2017 to now
- Avantax Advisory ServicesOct 2019 to May 2021
- Avantax Investment Services, Inc.Oct 2019 to May 2021
- Avantax Insurance Agency, Inc.Aug 2016 to May 2021
- 1st Global Advisors, Inc.Dec 2013 to Oct 2019
- 1st Global Capital Corp.Dec 2013 to Oct 2019
- Vinepoint Wealth Management, LLCDec 2013 to Jun 2017
- Thong, Yu, Wong & Lee, LLPJan 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Verus Capital Partners, LLC
$2.3BAssets managed
5,642Clients
47Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6276831
- Firm CRD
- 151568