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VENTURA WEALTH MANAGEMENT
YARDLEY, PA
866 899-0068
SEC #801-70883Total AUM
$713.5M
Employees
12Clients
590Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
820 TOWNSHIP LINE ROAD
SUITE 100
YARDLEY
PA 19067
United States
SUITE 100
YARDLEY
PA 19067
United States
Operating Hours
9 AM - 5PM
Monday - Friday
Monday - Friday
Phone
866 899-0068
Financials
Total AUM
$713.5M
Accounts
1,783Discretionary
$713.3M
Accounts
1,781Non-Discretionary
$136.9K
Accounts
2
Clients
Individual Clients
389AUM
$108.3M
HNW Individual Clients
173AUM
$532.2M
Pension/Profit Sharing Plan Clients
17AUM
$52.5M
Charitable Organization Clients
9AUM
$19.4M
Corporation or Business Clients
2AUM
$960.2K
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACTFLGAMAMDNCNJNYPASCTNTXVA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.