Updated:
Venture Partners Wealth Management
Venture Partners Wealth Management, LLC is an SEC-registered investment adviser.
Venture Partners Wealth Management
Venture Partners Wealth Management, LLC is an SEC-registered investment adviser. The firm manages $25 million in assets, with $15 million managed on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Venture Capital
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
United States
Sector focus
Frequently asked questions
What services does Venture Partners Wealth Management offer?
As a registered investment advisor (RIA), the firm likely provides wealth management services including investment advisory, portfolio construction, and financial planning for high-net-worth clients. The name suggests a specialized focus on venture capital and alternative investment allocations.
Is Venture Partners Wealth Management a single-family office or a multi-family office?
The firm appears to operate as an RIA rather than a family office per se, but without public disclosure on its exact structure, it could serve either single or multiple families. Its classification is not publicly confirmed.
How can one verify the firm's registration and compliance history?
As a US RIA, Venture Partners Wealth Management is registered with the Securities and Exchange Commission (SEC) or state securities regulators. Prospective clients can check the SEC's Investment Adviser Public Disclosure (IAPD) database for registration details, regulatory filings, and any disciplinary history.
What is the firm's investment philosophy or strategy?
The firm's name implies a focus on venture-oriented investments, likely integrating private company allocations into client portfolios. Without public disclosures, the exact approach — such as direct deals, fund commitments, or co-investments — is not verifiable.
Who are the key principals at Venture Partners Wealth Management?
No named principals or leadership team members are publicly listed on the firm's website or LinkedIn. The firm's ownership and management remain undisclosed.
Profile maintained by Altss 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.
Need institutional-grade insight on venture capital firms?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: