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VENTURE VISIONARY PARTNERS LLC
CRD 304237 · SEC 801-116835
5520 MONROE STREET, SUITE B, SYLVANIA, OH, 43560, United States
Phone
(419) 464-7401
Fax
(419) 464-7366
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.24B
Discretionary AUM
$5.19B
Team
46 total employees; 18 advisory reps; 101 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1827 | $582.0M |
| High net worth individuals | 833 | $3.67B |
| Pension/profit sharing plans | 10 | $12.4M |
| Charitable organizations | 65 | $418.9M |
| Corporations/business entities | 75 | $558.9M |
States served
AL, AZ, CA, CO, DE, DC, GA, IL, IN, KY, MD, MA, MI, MN, MT, NE, NJ, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, WA, TX, NH, CT, FL
All web addresses on file
- https://www.facebook.com/Venture-Visionary-Partners-366979237529691/
- https://www.linkedin.com/company/venture-visionary-partners/
- https://www.facebook.com/VentureVisionaryPartnersFlorida
- https://twitter.com/VentureVp
- http://www.venturevp.com
- https://www.linkedin.com/groups/13069053/
- https://www.moneywellplanned.com
Official SEC filing: View on IAPD