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Ventura Wealth Management
Ventura Wealth Management is an independent Registered Investment Advisor (RIA) serving individuals and families, businesses, and non-profit institutions.
Overview
Ventura Wealth Management is an independent Registered Investment Advisor (RIA) serving individuals and families, businesses, and non-profit institutions. Its areas of expertise include financial planning, investment management, insurance, and advanced wealth strategies. Founded in 1999 by Nick Ventura, the firm was created to serve the needs of the client above all else and offers objective advice and comprehensive planning.
General information
Firm type
RIA
Year founded
1999
Location
Region
North America
Country
United States
City
Yardley
Principals
Nicholas V. Ventura
CPWA — Founding Partner / Chief Executive Officer
Dan McElwee
CFP, MBA — Partner / Chief Operating Officer
Tom Cahill
CFA, CMT — Partner / Chief Investment Officer
Roger Klein
PhD — Senior Economist and Wealth Manager
Mary Marciante — Chief Administrative Officer
Bill Purdy
CFP — Wealth Manager
Morgan Downs — Wealth Manager
Roman Chiokadze — Wealth Manager
Lucas Morreale
CFP — Wealth Manager
Jerry Fiess — Wealth Manager
Missy Orr — Retirement Coach
Susan Pasqualone — Office Manager / Client Service Associate
Ivy Storaci — Client Service Associate
Frequently asked questions
What is Ventura Wealth Management's known posture on co-investments alongside external GPs?
No documented co-investments or GP relationships exist for Ventura Wealth Management. The firm's absence from industry databases and media means its co-investment appetite is unknown. Allocations to external managers or direct deals remain speculative.
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