A complete list of active advisors currently associated with Venture Wealth Solutions LLC

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

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.

To learn more about the advisors currently working at Venture Wealth Solutions 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.