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 registered investment adviser organized as a limited liability company and SEC-registered since 2010. The firm is individually owned and serves both individual and family clients as well as institutional mandates. It combines advisory work—financial planning, portfolio management for individuals and small businesses, and pension consulting—with broker-dealer and insurance brokerage activities; the firm also acts as a registered representative of a broker-dealer. Fee arrangements include percentage-of-AUM billing plus hourly and fixed-fee engagements. Ventura Wealth Management does not flag itself as an active ESG investor and is not structured as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
3 of 3WALTER GILMORE
Chief Compliance OfficerCRD 1996728
THOMAS CAHILL
Partner and Chief Investment OfficerCRD 2281391
DANIEL MCELWEE
Partner, Chief Operating OfficerCRD 5436716
Contacts
3 of 7Lucas Morreale
Wealth ManagerCRD 7373253
William Purdy
Wealth ManagerCRD 6598992
NICHOLAS VENTURA
Founding PartnerCRD 726136
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 201Active vs passive
$200M in ETFs
86%
$171M
8%
$29.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $11.6M | 26,947 | 5.79% |
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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