Venture Wealth Solutions LLC
Firm details
- Headquarters
- ,
- CRD number
- 334307
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals97.41%
- HNWI2.59%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Venture Wealth Solutions LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm describes itself as a capital allocator that serves individual and family clients and charges fees based on a percentage of assets under management and fixed fees. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm does not identify as an active ESG investor and operates within a single state registration in Florida.
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 Funds80%
- Cash & Cash Equivalents20%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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