# Ventura Wealth Management

Ventura Wealth Management is a RIA based in Yardley, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Yardley, United States
- **Region:** North America
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** venturawealth.com
- **LinkedIn:** https://www.linkedin.com/company/ventura-wealth-management

## Regulatory record

- **CRD number:** 152301
- **SEC file number:** 801-70883
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152301

## About

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.

## People

- 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

## 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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Last updated: 2026-08-11T15:08:22.057Z

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