Venture Partners Wealth Management, LLC

Overview

Venture Partners Wealth Management, LLC is a small, independent registered investment adviser serving individual and family clients with a fee model based on a percentage of assets under management. The firm combines traditional financial planning and portfolio management with insurance brokerage services and acts as a capital allocator—selecting third‑party managers and private placement opportunities for qualified clients. Advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. The firm reports no active ESG focus. Investment activity shows a clear equity bias: exchange‑traded equities are the dominant holding type and the firm reports a preference for equities as the primary asset class. Given its business mix and client base, Venture Partners tends to build concentrated, account‑level equity solutions while also incorporating mutual funds and manager‑sourced alternative strategies where appropriate.

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Location & Offices