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ADVENTURE WEALTH ADVISORS
Adventure Wealth Advisors is a specialized financial advisory firm built for Accenture Managing Directors. It works exclusively with a small number of...
ADVENTURE WEALTH ADVISORS
Adventure Wealth Advisors is a specialized financial advisory firm built for Accenture Managing Directors. It works exclusively with a small number of Accenture MD families across the United States, providing investment management, comprehensive financial planning, and tax preparation. The firm focuses on Accenture-specific compensation such as RSUs, VEIP, and equity concentration, and operates as an independent registered investment advisor and fiduciary.
General information
Firm type
Venture Capital
Principals
Dan Meyers
Founder
Dan Meyers
CEO
Dan Meyers
founder of Adventure Wealth Advisors, LLC
Sector focus
Frequently asked questions
Who runs investment decisions at Adventure Wealth Advisors?
No principals or investment decision-makers have been publicly identified. The firm does not appear in industry directories or media reports.
Does Adventure Wealth Advisors engage in direct deals or fund commitments?
There is no public record of direct investments or fund participation. The firm's deployment approach is unknown.
Where is Adventure Wealth Advisors based?
No headquarters location has been publicly reported. The firm's geographic footprint is undisclosed.
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