WIV VENTURES, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
329314

Firm profile

FINTRX

Overview

WIV Ventures, LLC operates primarily as the sponsor and general partner of at least one pooled private investment vehicle rather than as a traditional retail-facing advisory firm. The firm's public filings indicate no registered advisory client relationships and no active multi-state advisory footprint; its activity centers on managing a single venture capital vehicle. WIV Ventures is not positioned as an ESG investor, and it does not list pension consulting or broader institutional advisory services as core activities. With an owner-type listed as individual and a limited liability company structure, the firm appears to concentrate on private, illiquid investments through pooled vehicles. Acting as sponsor, GP and managing member implies responsibility for deal sourcing, fund management, capital deployment and ongoing portfolio oversight for the vehicle(s) it controls.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Frank Ikard III

    Managing PartnerCRD 7854598

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
1101 W 34th St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth