Ventus Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 312277
- Website
- ventuswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., PRINCIPAL SECURITIES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.56%
- Individuals6.44%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Ventus Wealth Management is an independent, individual-owned registered investment adviser operating as an LLC. The firm focuses on serving individual and family clients and provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements include asset-based fees, hourly charges and fixed fees. The adviser identifies as a capital allocator, meaning it constructs portfolios directly and can place client capital with outside managers or solutions when appropriate. Ventus does not report active ESG investing and is not registered as a multi-state or pension consultant adviser.
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 Equities92%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Adam Bosma
PresidentCRD 7226941
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations