A complete list of active advisors currently associated with Venture Partners Wealth Management, LLC

Warmer can help you find a great advisor at Venture Partners Wealth Management, LLC or one who fits your needs even better.

Venture Partners Wealth Management is a small, independent advisory firm that serves individuals (including high‑net‑worth clients), trusts, estates, businesses and retirement plans, and it explicitly includes pension and profit‑sharing plan clients among its client types. The firm provides discretionary and non‑discretionary investment management, financial planning, and pension consulting, and it acts as a fiduciary when advising ERISA accounts. The firm’s investment approach emphasizes fundamental analysis and generally constructs low‑cost, diversified portfolios using mutual funds and ETFs, while also using individual securities and engaging Independent Managers for portions of client portfolios as needed. Venture Partners provides ongoing oversight of selected Independent Managers, may rebalance or trade for tax or cash‑need reasons, and operates with an institutional custody relationship to support execution and reporting. What distinguishes this firm relative to many peers is its small client roster (about 15 clients) managing roughly $24.9 million in assets, which implies a relatively high asset level per client, and its engagement with pension consulting and plan clients—services that are uncommon among similar solo independent firms. The firm’s principal is also licensed as an insurance professional and may receive commission compensation for insurance sales, and the firm discloses a prior FINRA suspension for the principal (2010), items clients may want to consider when evaluating the advisor.

To learn more about the advisors currently working at Venture Partners Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.