Venture Visionary Partners LLC
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
FINTRXOverview
Venture Visionary Partners LLC is an independent registered investment adviser formed in 2019 and organized as an LLC. The firm is owned by an individual owner and positions itself as a capital allocator serving both individuals/families and institutional clients. Its advisory services span financial planning, portfolio management for individuals and businesses, pension consulting and manager selection. Venture Visionary identifies as an active ESG investor and lists an insurance company affiliation among its industry relationships. Fee arrangements include percentage‑of‑AUM, hourly and fixed fees. The firm has been recognized by Forbes on its lists of top RIA firms in 2022, 2023 and 2024.
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
- 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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 309Active vs passive
$1.9B in ETFs
78%
$1.5B
14%
$409M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $96.4M | 130,932 | 5.16% |
Location
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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