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Ventura Wealth Management Share
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Overview Share
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Ewing, New Jersey
$282.6 million AUM
1 office

Ventura Wealth Management is based in Ewing, New Jersey and has $282.6 million in assets under management.

Location
200 Princeton South Corporate Center
Suite 150
Ewing, NJ 08628
$282.6 million
AUM
8
Employees
AUM Share
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$282,598,645
Assets under management
968 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 255 $65,220,576 23% $255,767
High net worth individuals 77 $186,736,630 66% $2,425,151
Pension and profit sharing plans 11 $26,182,361 9% $2,380,215
Charitable organizations 5 $4,459,078 2% $891,816
Employees Share
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8
Employees
6
Investment analysts
75% of total employees
AUM per employee Share
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$282,598,645
Assets under management
$35,324,831
AUM per employee
$47,099,774
AUM per investment analyst
About Share
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Compensation

Ventura Wealth Management makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Ventura Wealth Management provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Business activities
  • Registered representative of a broker-dealer
  • Insurance broker or agent
Firm data Share
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CRD number 152,301
SEC number 801-70883
Legal structure Limited Liability Company
Legal governance New Jersey, United States
Latest ADV filing date March 12, 2020

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