Venture Wealth Solutions LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Venture Wealth Solutions LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm reports approximately $112,259 in discretionary assets under management across two client accounts and offers tailored financial planning, one-time plan delivery, and ongoing planning relationships.
The firm employs a range of analytical methods — including fundamental and technical analysis, Monte Carlo modeling, and Modern Portfolio Theory — and typically manages client portfolios on a discretionary basis with authority to hire sub-advisors for portions of client accounts. Accounts are reviewed periodically (quarterly) for allocation, rebalancing, and tax-loss harvesting opportunities, and the firm requires clients to use a designated custodian for execution and custody.
Notable distinctions include the firm’s very small client base and assets under management relative to peers, and that the lead advisor is CFP‑certified with prior registered‑representative experience. The lead advisor also operates a separate bookkeeping business and offers those services to clients (a disclosed conflict of interest), and the firm’s planning services are structured as fixed-fee engagements with upfront or advance billing for ongoing arrangements.
Client services
Expertise
Fee options
Financial Planning Services flat fee between $2,000 and $30,000; Ongoing Financial Planning annual flat fee between $2,000 and $30,000 paid quarterly in advance
$0 - $1,000,000: 1.1% annually $1,000,001 - $3,000,000: 0.9% annually $3,000,001 - $10,000,000: 0.7% annually $10,000,001+: 0.5% annually
Fee-only: Financial Planning Services flat fee between $2,000 and $30,000; Ongoing Financial Planning annual flat fee between $2,000 and $30,000 paid quarterly in advance
Main office
Winter Park FL
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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