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- Custodian
- Charles Schwab & Company ยท Mainstar Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2017
- Office Locations
- 1
Office Locations
About Venture Partners Wealth Management, LLC
Venture Partners Wealth Management, LLC is an independent Natick, MA investment and financial advisory practice providing unbiased, customized wealth management and full-service consulting for individuals, businesses, and nonprofit organizations. Services include financial and investment planning, portfolio construction, and charitable/insurance planning. Investment implementation emphasizes asset allocation with significant ETF use, with custody at Charles Schwab & Co.
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Owner & Executives
RICHARD MICHAEL BOWERS
Chief Compliance Officer, President
- CRD
- #1263206
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,108,098 | -- |
| Non-Discretionary | $9,783,016 | -- |
| Total | $24,891,114 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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