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VENN WEALTH & BENEFIT SERVICES, LLC
CRD 129865
210 E. PLANK ROAD, STE 1C, ALTOONA, PA, 16602, United States
Phone
814-943-3660
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$32.3M
Discretionary AUM
$30.1M
Team
4 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 130 | $25.2M |
All web addresses on file
Official SEC filing: View on IAPD