VENN WEALTH & BENEFIT SERVICES, LLC

RIASEC Registered

Total AUM

$32.3M

Discretionary

$30.1M

93% of AUM

Avg account

$243K

Accounts

133

Employees

Advisory reps

Firm details

Headquarters: ALTOONA, Pennsylvania
CRD number: 129865
Website: www.vennwealth.com
Custodians: CHARLES SCHWAB & CO., INC., MATRIX TRUST COMAPNY
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals78.07%
Pension & Profit Sharing Plans14.85%
HNWI7.07%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Venn Wealth & Benefit Services, LLC is an independent, individual-owned registered investment adviser that combines wealth management with insurance brokerage. The firm serves primarily individual and family clients and offers financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of outside advisers. Its fee arrangements include assets-under-management fees, hourly billing, and fixed-fee engagements. Venn also identifies itself as a capital allocator and has been recognized by FA Magazine as a Top RIA Firm in 2020.