Ventus Wealth Management logo

Ventus Wealth Management

Updated today

Client AUM

$4,070,000

Clients

5

Advisors

1

of 1 employees

About

Ventus Wealth Management provides financial planning and investment management primarily to individual clients, high‑net‑worth individuals, and charitable organizations. The firm offers ongoing comprehensive financial planning, project‑based and hourly planning, investment management tied to each client’s Investment Policy Statement, and limited consulting services to other advisors.

The firm’s investment approach is grounded in Modern Portfolio Theory and predominantly passive management using index mutual funds and ETFs, with portfolios built around asset‑class allocations and low turnover. Although the adviser can accept discretionary authority, the brochure notes that a substantial portion of client assets are managed on a non‑discretionary basis—meaning trades generally require client consent—which the firm highlights as part of its client engagement model.

Noteworthy features for a firm of this size include a technology-enabled option to advise “held‑away” accounts via a third‑party platform (Pontera) that requires client‑provided online access for allocation changes, and a stated practice of not aggregating trades for clients. The brochure also discloses the firm’s principal maintains outside employment as an airline pilot and reserve military officer, a fact the firm says is mitigated by its longer‑term, low‑turnover strategy and scheduling practices.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Cash flow / budgeting

Occupation focus

Airline Pilot Military & Veterans

Demographic focus

Mid-Career Professionals

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Fee options

Fixed

Ongoing Comprehensive Financial Planning fixed annual fee of $3,000 - $6,000; Project-Based Financial Planning fixed fee $500 - $5,000

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%

Project-based

$200-$450 per hour, billed in six-minute increments

Other

Fee-only: Ongoing Comprehensive Financial Planning fixed annual fee ranging from $3,000 to $6,000, paid monthly in arrears; Project-Based Financial Planning fixed fee ranging from $500 to $5,000; Hourly fees ranging from $200 to $450 per hour

Main office

Annapolis MD

Advisors at this office

1

Most active in

Maryland

Also doing business as

Ventus Wealth Management · Ventus Wealth Management LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Adam B

CFP®

Annapolis, MD

Ventus Wealth Management

My path to founding a wealth management firm is different than most. As a child, my dream was to become a fighter pilot. After graduating from the United States Naval Academy with a degree in Aerospace Engineering, I achieved that goal, serving on active duty for a decade. I flew the F-18E Super Hornet from aircraft carriers and deployed multiple times to the Western Pacific. After those deployments, the Navy sent me to UNC Kenan-Flagler Business School to study finance, followed by the privilege of teaching undergraduate economics at my alma mater. After transitioning from active duty, I applied the skills I honed in the cockpit and classroom—leadership, effective communication, process improvement, and strategic decision-making—to multiple entrepreneurial ventures. My career as a financial planner is a natural extension of my passion for solving problems and serving others. With a background in engineering, military flight operations, top-tier business education, and collegiate economics instruction, I bring a unique perspective to wealth management: * Tenacity – Giving up is never an option. Just as a fighter pilot must persist in the air, I am relentless in helping my clients succeed. * Calm Under Pressure – I have a proven ability to think clearly in high-stakes situations, whether in the military or financial markets. I will not panic when volatility arises. * Candor – In aviation and life, speaking up is critical when the stakes are high. I will always provide honest advice, even when it’s uncomfortable. Living near Annapolis, Maryland, I cherish time with my family and enjoy Navy football, traveling, boating, and improving my golf game. I also continue to serve as a member of the U.S. Navy Reserves. Ventus Wealth Management — After a decade in the workforce, I became increasingly frustrated by the lack of financial services that truly met my needs. I couldn’t find a firm or advisor that offered the right combination of: ☑️A transparent fee and incentive structure ☑️ A flexible, client-focused service model ☑️ Modern technology solutions ☑️ Virtual meeting capabilities ☑️ Expertise tailored to my specific situation Recognizing this gap, I launched Ventus Wealth Management to address these shortcomings. Everything we do is designed with our clients in mind. Every element of our service and business model is intentionally crafted to deliver value and provide solutions that meet your needs.

College savings (529s, UTMA, etc.) Cash flow / budgeting Airline Pilot Military & Veterans Established Professionals Gen X (Born 1965-1980)
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