CRD: 129865
Venn Wealth & Benefit Services, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-08-2004
- Office Locations
- 3
Office Locations
About Venn Wealth & Benefit Services, LLC
Venn Wealth & Benefit Services, LLC is a Pennsylvania-based RIA serving individuals and institutions with retirement income planning, wealth and estate planning, and insurance risk management. The firm also provides institutional 401(k) 3(38) fiduciary services. Portfolios emphasize diversification and tax-aware implementation aligned to client risk/benchmarks, with a transparent fee on actively managed assets. Custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL EDWARD SCHULTZ
Chief Compliance Officer, President
- CRD
- #1449585
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CHRISTIAN EDWARD HALAS
President
- CRD
- #2590797
ROBERT JOHN KNOX JR
Investment Advisor
- CRD
- #1489244
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,140,512 | -- |
| Non-Discretionary | $2,176,306 | -- |
| Total | $32,316,818 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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