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- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-25-2021
- Office Locations
- 1
Office Locations
About Ventus Wealth Management
Ventus Wealth Management is a veteran-owned, fee-only RIA based in Annapolis, MD, serving families nationwide through a technology-enabled model. The firm specializes in tax-smart financial planning and investment management, with particular expertise working with military veterans. Portfolios are implemented primarily with ETFs and public funds, and the firm participates in advisor networks such as XY Planning Network and NAPFA.
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Owner & Executives
Adam Henry Bosma
Chief Compliance Officer, President
- CRD
- #7226941
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,933,000 | -- |
| Non-Discretionary | $137,000 | -- |
| Total | $4,070,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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