Ventura Wealth Management

CRD 152301 · Yardley, PA · $713.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 152301
SEC number: 801-70883
Firm type: RIA
Assets under management: $713.5M as of Apr 24, 2026
Website: www.linkedin.com/company/ventura-wealth-management/about ↗
Phone: 866 899-0068
Address: 820 Township Line Road, Yardley, PA, 19067

Advisors at this firm

9 in our index · page 1 of 1

Thomas Michael CahillCRD 2281391 · Yardley, PA

IA RegisteredRegistration inactive
Roman ChiokadzeCRD 7203782 · Yardley, PA

IA RegisteredRegistration inactive
Morgan Anne DownsCRD 6839010 · Yardley, PA

IA RegisteredRegistration inactive
Gerald D FiessCRD 5979492 · Yardley, PA

IA Registered
Roger Erwin KleinCRD 4372678 · Yardley, PA

IA Registered
Daniel Henry McelweeCRD 5436716 · Yardley, PA

IA RegisteredRegistration inactive
Lucas Nathaniel MorrealeCRD 7373253 · Yardley, PA

IA RegisteredRegistration inactive
William R PurdyCRD 6598992 · Yardley, PA

IA RegisteredRegistration inactive
Nicholas Vincent VenturaCRD 726136 · Delray Beach, FL

IA RegisteredRegistration inactive

Disclosure event(s) on record

Source & corrections

Where this page comes from

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