# Venn Wealth & Benefit Services

Venn Wealth & Benefit Services is a RIA based in Altoona, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Altoona, United States
- **Region:** North America
- **Address:** Greenville, SC, United States
- **Assets under management:** Undisclosed
- **Website:** vennwealth.com
- **LinkedIn:** https://www.linkedin.com/company/michael-schultz-rfc-aif-27b7304

## Regulatory record

- **CRD number:** 129865
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/129865

## About

VENN WEALTH & BENEFIT SERVICES, LLC is a state-registered investment adviser in Altoona, PA. The firm manages $32 million in assets, $30 million on a discretionary basis. It has 4 employees and 4 investment advisers.

## Sectors

- Real Estate
- Private Credit
- Insurance

## People

- Chalmers 'Chad' Carr — President

## Questions

### What asset classes does Venn target with its proprietary capital?

The firm concentrates on direct real estate and private credit. Real estate positions favor Southeastern industrial, multifamily, and agricultural-adjacent logistics properties. Private credit deployments focus on asset-backed lending and structured notes to middle-market regional borrowers, reflecting Carr's supply-chain operating knowledge (public record).

### Does Venn invest in venture capital or commit to external funds?

Venn has not disclosed any venture capital positions or blind-pool fund commitments. The firm's posture is balance-sheet direct—acquiring assets it intends to hold for decades—and its geographic and sector footprint does not suggest a venture-stage mandate (Altss estimate).

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Last updated: 2026-07-06T01:24:28.067Z

Canonical page: https://altss.com/profile/venn-wealth-and-benefit-services-llc

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