VENTURE VISIONARY PARTNERS LLC

RIASEC RegisteredEst. 2019
Total AUM
$5.2B
Discretionary
$5.2B
99% of AUM
Avg account
$781K
Accounts
6,711
Employees
46
Advisory reps
31

Firm details

Headquarters
SYLVANIA, Ohio
CRD number
304237
Registered since
June 21, 2019
Website
venturevp.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI70.01%
  • Individuals11.1%
  • Corporations / Businesses10.66%
  • Charitable Organizations7.99%
  • Pension & Profit Sharing Plans0.24%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Venture Visionary Partners LLC is an independent, SEC-registered investment advisory firm formed as an LLC in 2019 and owned by an individual. The firm serves both high-net-worth individuals and institutional clients, operating as a capital allocator and providing a mix of percentage-of-AUM, hourly, and fixed-fee billing. Its advisory services span financial planning, portfolio management for individuals and for businesses/institutions, pension consulting, and selection of other advisers. The firm identifies as an active ESG investor and lists an insurance company among its industry affiliations. Venture Visionary Partners has been recognized in Forbes’ lists of top RIA firms in 2022, 2023, and 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 38%, Exchange Traded Equities 35%, Cash & Cash Equivalents 10%, Other 5%, Investment Grade Corp Bonds 4%, US Government Bonds 3%, State & Local Bonds 2%, Non-Investment Grade Corp Bonds 2%, Non-Exchange Traded Equities 1%38%
  • Public Funds/Mutual Funds38%
  • Exchange Traded Equities35%
  • Cash & Cash Equivalents10%
  • Other5%
  • Investment Grade Corp Bonds4%

Owners & executives

3 of 3

  • MELISSA ESTRICH

    Partner & Chief Administrative OfficerCRD 2593813

  • CRAIG WARNIMONT

    Partner, Chief Investment OfficerCRD 3115449

  • ROBERT RETZLOFF

    Chief Operating OfficerCRD 2424908

Contacts

3 of 28

  • JOHN SPENGLER

    PartnerCRD 1653659

  • CHAD WHIPPLE

    Financial AdvisorCRD 6062665

  • JOHN O'BRIEN

    DirectorCRD 5425951

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 258

Active vs passive

$1.5B in ETFs

Passive

80%

$1.2B

Active

12%

$300M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$75.2M130,3634.92%
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Location

Primary office

SYLVANIA, OH

LUCAS

Location

SYLVANIA, OH

Headquartered in SYLVANIA, OH, anchoring the Toledo-Findlay-Tiffin, OH metro in the Midwest.

Metro area
Toledo-Findlay-Tiffin, OH
Region
Midwest
County
LUCAS
Address
5520 Monroe St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth