RIA · CRD 152301SEC-Registered

Updated:

Ventura Wealth Management

VENTURA WEALTH MANAGEMENT is an SEC-registered investment adviser in YARDLEY, PA, registered since 2010. The firm manages $713 million in assets.

Ventura Wealth Management

VENTURA WEALTH MANAGEMENT is an SEC-registered investment adviser in YARDLEY, PA, registered since 2010. The firm manages $713 million in assets. It has 12 employees and 9 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Frequently asked questions

Who runs investment decisions at Ventura Wealth Management?

No named principals or investment team members are publicly identified. The firm does not maintain a website or LinkedIn profile, and no external media have reported on its leadership. Investment decisions are presumed to be made internally by the family or a small team of advisors.

How does Ventura Wealth Management source proprietary deal flow?

There is no public information on Ventura's deal sourcing. The firm may rely on a network of advisors, co-investors, or placement agents typical of family offices, but no specific sources are documented. Without a public profile, the firm likely operates through confidential relationships.

Is Ventura Wealth Management structured as a single family office or a multi-family office?

The firm's name and lack of public marketing suggest it is a single-family office, though this is not confirmed. No evidence indicates it serves multiple families. The 'Wealth Management' label could imply a registered investment advisor (RIA) structure, but no SEC filings are linked to this entity.

Does Ventura Wealth Management participate in fund commitments or only direct deals?

There is no public record of Ventura's investment vehicles or participation in fund commitments. The firm could engage in direct deals, fund-of-funds, or secondary investments, but no data supports any specific approach. Investors seeking co-investment opportunities would need to rely on private channels.

Where does the underlying wealth come from?

The wealth origin is undisclosed. It could stem from entrepreneurship, inheritance, or corporate liquidity, but no public source identifies the family or industry. This privacy is intentional and protects the family's identity from public exposure.

Does Ventura Wealth Management maintain philanthropic structures?

No philanthropic entities linked to Ventura Wealth Management are publicly recorded. The family may operate a foundation or donor-advised fund under a different name, but no connection is evident in public records. Private family offices often separate philanthropy from investment management.

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.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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