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VENTURA WEALTH MANAGEMENT
NVWM LLC
CRD 152301 · SEC 801-70883
820 TOWNSHIP LINE ROAD, SUITE 100, YARDLEY, PA, 19067, United States
Phone
866 899-0068
Fax
(609) 671-9199
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$713.5M
Discretionary AUM
$713.3M
Team
12 total employees; 9 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 389 | $108.3M |
| High net worth individuals | 173 | $532.2M |
| Pension/profit sharing plans | 17 | $52.5M |
| Charitable organizations | 9 | $19.4M |
| Corporations/business entities | 2 | $960K |
States served
CA, GA, MD, MA, NJ, NY, NC, PA, SC, TN, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD