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Ventura Wealth Management

Headquartered in YARDLEY, PA

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Firm Information

Ventura Wealth Management is an investment advisor headquartered in Yardley, PA. The firm manages approximately $518,166,137 in assets for 1,423 clients. The firm primarily provides financial planning and portfolio management services for individuals, high net worth individuals, charitable organizations, and pension and profit sharing plans. Ventura Wealth Management has 5 licensed agents, 8 investment adviser representatives, and 7 registered representatives.

Ventura Wealth Management

820 TOWNSHIP LINE ROAD

YARDLEY, PA 19067

$518.17M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

VENTURA WEALTH MANAGEMENT has a total of 1 branch locations across the country.
location

YARDLEY, PA

Advisors at Ventura Wealth Management

View All 9 Advisors
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Faye L Hart

RA

YARDLEY, PA

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Nicholas Vincent Ventura

RA

YARDLEY, PA

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Gerald D Fiess

RA

YARDLEY, PA

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Daniel Henry McElwee

CFP®, RA

YARDLEY, PA

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Lucas Nathaniel Morreale

RA

YARDLEY, PA

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Roger Erwin Klein

RA

YARDLEY, PA

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William R Purdy

CFP®, RA

YARDLEY, PA

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Thomas Michael Cahill

RA

YARDLEY, PA

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Disclosures

There are no public disclosures for Ventura Wealth Management.

Frequently Asked Questions (7)

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