NVWM LLC
Legal name: VENTURA WEALTH MANAGEMENT
CRD #152301 SEC #801-70883 YARDLEY, PA 866 899-0068
SEC Registered
Total AUM
$599.6M
Discretionary
$599.4M
Employees
9
Clients
26
Accounts
1,512
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $599.6M | $599.4M | $150.4K | 9 | 0 |
| Mar 2024 | $518.2M | $508.4M | $9.8M | 9 | 0 |
| Feb 2024 | $443.2M | $434.2M | $9M | 9 | 0 |
| Jul 2023 | $443.2M | $434.2M | $9M | 9 | 0 |
| Mar 2023 | $443.2M | $434.2M | $9M | 9 | 0 |
| Mar 2022 | $518M | $471.9M | $46.1M | 9 | 0 |
| Apr 2021 | $364.9M | $353.7M | $11.2M | 8 | 0 |
| Mar 2021 | $364.9M | $353.7M | $11.2M | 8 | 0 |
| Jun 2020 | $282.6M | $271M | $11.6M | 8 | 0 |
| Jun 2020 | $282.6M | $271M | $11.6M | 8 | 0 |
| Mar 2020 | $282.6M | $271M | $11.6M | 8 | 0 |
| Mar 2020 | $282.6M | $271M | $11.6M | 8 | 0 |
| Mar 2019 | $229.6M | $223.8M | $5.8M | 7 | 0 |
| Feb 2019 | $241.1M | $228.1M | $13M | 8 | 0 |
| Mar 2018 | $241.1M | $228.1M | $13M | 8 | 0 |
| Apr 2017 | $195.8M | $168.7M | $27.1M | 8 | 500 |
| Mar 2017 | $195.8M | $168.7M | $27.1M | 8 | 500 |
| Mar 2016 | $195.4M | $171.1M | $24.3M | 8 | 500 |
| Mar 2015 | $190M | $165M | $25M | 8 | 500 |
| Jul 2014 | $170M | $150M | $20M | 5 | 500 |
| Mar 2014 | $170M | $150M | $20M | 5 | 500 |
| Mar 2013 | $160M | $125M | $35M | 5 | 500 |
| Mar 2012 | $125M | $100M | $25M | 1 | 500 |
| Mar 2011 | $138M | $95M | $43M | 5 | -- |
| Apr 2010 | $115M | $90M | $25M | 5 | -- |
DateMar 2025
Total AUM$599.6M
Discretionary$599.4M
Non-Disc.$150.4K
Employees9
Clients0
DateMar 2024
Total AUM$518.2M
Discretionary$508.4M
Non-Disc.$9.8M
Employees9
Clients0
DateFeb 2024
Total AUM$443.2M
Discretionary$434.2M
Non-Disc.$9M
Employees9
Clients0
DateJul 2023
Total AUM$443.2M
Discretionary$434.2M
Non-Disc.$9M
Employees9
Clients0
DateMar 2023
Total AUM$443.2M
Discretionary$434.2M
Non-Disc.$9M
Employees9
Clients0
DateMar 2022
Total AUM$518M
Discretionary$471.9M
Non-Disc.$46.1M
Employees9
Clients0
DateApr 2021
Total AUM$364.9M
Discretionary$353.7M
Non-Disc.$11.2M
Employees8
Clients0
DateMar 2021
Total AUM$364.9M
Discretionary$353.7M
Non-Disc.$11.2M
Employees8
Clients0
DateJun 2020
Total AUM$282.6M
Discretionary$271M
Non-Disc.$11.6M
Employees8
Clients0
DateJun 2020
Total AUM$282.6M
Discretionary$271M
Non-Disc.$11.6M
Employees8
Clients0
DateMar 2020
Total AUM$282.6M
Discretionary$271M
Non-Disc.$11.6M
Employees8
Clients0
DateMar 2020
Total AUM$282.6M
Discretionary$271M
Non-Disc.$11.6M
Employees8
Clients0
DateMar 2019
Total AUM$229.6M
Discretionary$223.8M
Non-Disc.$5.8M
Employees7
Clients0
DateFeb 2019
Total AUM$241.1M
Discretionary$228.1M
Non-Disc.$13M
Employees8
Clients0
DateMar 2018
Total AUM$241.1M
Discretionary$228.1M
Non-Disc.$13M
Employees8
Clients0
DateApr 2017
Total AUM$195.8M
Discretionary$168.7M
Non-Disc.$27.1M
Employees8
Clients500
DateMar 2017
Total AUM$195.8M
Discretionary$168.7M
Non-Disc.$27.1M
Employees8
Clients500
DateMar 2016
Total AUM$195.4M
Discretionary$171.1M
Non-Disc.$24.3M
Employees8
Clients500
DateMar 2015
Total AUM$190M
Discretionary$165M
Non-Disc.$25M
Employees8
Clients500
DateJul 2014
Total AUM$170M
Discretionary$150M
Non-Disc.$20M
Employees5
Clients500
DateMar 2014
Total AUM$170M
Discretionary$150M
Non-Disc.$20M
Employees5
Clients500
DateMar 2013
Total AUM$160M
Discretionary$125M
Non-Disc.$35M
Employees5
Clients500
DateMar 2012
Total AUM$125M
Discretionary$100M
Non-Disc.$25M
Employees1
Clients500
DateMar 2011
Total AUM$138M
Discretionary$95M
Non-Disc.$43M
Employees5
Clients--
DateApr 2010
Total AUM$115M
Discretionary$90M
Non-Disc.$25M
Employees5
Clients--