# ADVENTURE WEALTH ADVISORS

ADVENTURE WEALTH ADVISORS is a Venture Capital.

## Overview

- **Organization type:** Venture Capital
- **Assets under management:** Undisclosed
- **Website:** adventurewealth.com
- **LinkedIn:** https://www.linkedin.com/company/64880183

## Regulatory record

- **CRD number:** 307039
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/307039

## About

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.

## Sectors

- Accenture Managing Directors and executives
- Accenture Executives / Managing Directors

## People

- Dan Meyers — Founder
- Dan Meyers — CEO
- Dan Meyers — founder of Adventure Wealth Advisors, LLC

## 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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- [Taylor Goddard Investments](https://altss.com/profile/taylor-goddard-investments)
- [Beacon Park Capital](https://altss.com/profile/beacon-park-capital-llc)

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Last updated: 2026-08-11T15:05:57.154Z

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