Ventura Wealth Management
Ventura Wealth Management is an SEC-registered wealth manager in Yardley, PA with $713.5M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Ventura Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152301, SEC 801-70883, data through 2026-04-24.
- AUM (assets under management / regulatory AUM)
- $713.5M (2026-04-24)
- Firm type
- Wealth Manager
- Location
- Yardley, PA
- Employees
- 12
- Clients
- 590
- CRD
- 152301
- Ownership
- VENTURA, NICHOLAS, VINCENT; MCELWEE, DANIEL, HENRY; CAHILL, THOMAS, MICHAEL; GILMORE, WALTER, ALAN
How much AUM does Ventura Wealth Management have?
Ventura Wealth Management reported $713.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-24).
Who owns Ventura Wealth Management?
Disclosed owners and executives of Ventura Wealth Management include VENTURA, NICHOLAS, VINCENT, MCELWEE, DANIEL, HENRY, CAHILL, THOMAS, MICHAEL, GILMORE, WALTER, ALAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.