V
$713.5M Total AUM
$713.3M Disc. AUM
-- 3Y CAGR
12 Employees
590 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-04-2010
- Office Locations
- 2
Office Locations
820 Township Line Road Suite 100 Yardley PA
-- Delray Beach FL
About Ventura Wealth Management
Ventura Wealth Management is a Yardley-based RIA with 2 offices. The firm has been operating for 16 years. Managing $713.5M in total assets under management, with 9 advisory representatives. They custody assets with Charles Schwab & Company and Pershing.
Team overview
35 AVG AGE
$79.3M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
7.8 yrs AVG TENURE
12 Employees
9 Advisory Reps
9 RIA Reps
16yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
N
NICHOLAS VINCENT VENTURA JR
Managing Member
- CRD
- #726136
- Ownership
- 75% or more
Available
Available
Available
DANIEL HENRY MCELWEE
Certified Financial Planner, EXECUTIVE VICE PRESIDENT
- CRD
- #5436716
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 4 owners & executives
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R
Roman Chiokadze
Wealth Manager
- CRD
- #7203782
Available
Available
Available
M
MORGAN ANNE DOWNS
Wealth Manager
- CRD
- #6839010
Available
Available
Available
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $713,328,340 | $400,521 |
| Non-Discretionary | $136,934 | $68,467 |
| Total | $713,465,274 | $400,149 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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