Ventura Wealth Management
Firm details
- Headquarters
- Yardley, Pennsylvania
- CRD number
- 152301
- Registered since
- January 4, 2010
- Website
- venturawealth.com
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.6%
- Individuals15.18%
- Pension & Profit Sharing Plans7.36%
- Charitable Organizations2.72%
- Corporations / Businesses0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Ventura Wealth Management is an independent, owner-operated registered investment adviser organized as an LLC. The firm has been SEC-registered since 2010 and serves a mix of individual and family clients as well as institutional investors. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Ventura also operates as a registered representative of a broker-dealer and as an insurance broker, and it notes an industry affiliation with an insurance company. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Public Funds/Mutual Funds26%
- Cash & Cash Equivalents4%
- US Government Bonds3%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 218Active vs passive
$213M in ETFs
85%
$181M
5%
$32M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF (HYG) | BlackRock | Passive | High Yield Bond | $11.4M | 148,263 | 5.36% |
Location
Yardley, PA
Bucks
Location
Yardley, PA
Headquartered in Yardley, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Bucks
- Address
- 820 Township Line Rd
- Time zone
- ET (UTC-5)
- Office locations
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