RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
New Jersey
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 26, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GILMORE, WALTER, ALANICCONA Control
VENTURA, NICHOLAS, VINCENTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
VENTURA, NICHOLAS, VINCENTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
VENTURA, NICHOLAS, VINCENTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
VENTURA, NICHOLAS, VINCENTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
VENTURA, NICHOLAS, VINCENTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
VENTURA, NICHOLAS, VINCENTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
VENTURA, NICHOLAS, VINCENTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
VENTURA, NICHOLAS, VINCENTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
VENTURA, NICHOLAS, VINCENTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
VENTURA, NICHOLAS, VINCENTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
VENTURA, NICHOLAS, VINCENTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
VENTURA, NICHOLAS, VINCENTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
VENTURA, NICHOLAS, VINCENTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
VENTURA, NICHOLAS, VINCENTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
VENTURA, NICHOLAS, VINCENTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
VENTURA, NICHOLAS, VINCENTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
VENTURA, NICHOLAS, VINCENTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
VENTURA, NICHOLAS, VINCENTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
VENTURA, NICHOLAS, VINCENTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
VENTURA, NICHOLAS, VINCENTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
VENTURA, NICHOLAS, VINCENTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
VENTURA, NICHOLAS, VINCENTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
VENTURA, NICHOLAS, VINCENTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
VENTURA, NICHOLAS, VINCENTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
VENTURA, NICHOLAS, VINCENTIMANAGING MEMBERE Control
MCELWEE, DANIEL, HENRYIMEMBER, EXECUTIVE VICE PRESIDENTB Control
MCELWEE, DANIEL, HENRYIMEMBER, EXECUTIVE VICE PRESIDENTB Control
MCELWEE, DANIEL, HENRYIMEMBER, EXECUTIVE VICE PRESIDENTB Control
MCELWEE, DANIEL, HENRYIMEMBER, EXECUTIVE VICE PRESIDENTB Control
MCELWEE, DANIEL, HENRYIMEMBER, EXECUTIVE VICE PRESIDENTB Control
MCELWEE, DANIEL, HENRYIMEMBER, EXECUTIVE VICE PRESIDENTB Control
MCELWEE, DANIEL, HENRYIMEMBER, EXECUTIVE VICE PRESIDENTB Control
MCELWEE, DANIEL, HENRYIMEMBER, EXECUTIVE VICE PRESIDENTB Control
MCELWEE, DANIEL, HENRYIMEMBER, EXECUTIVE VICE PRESIDENTB Control
MCELWEE, DANIEL, HENRYIMEMBER, EXECUTIVE VICE PRESIDENTB Control
MCELWEE, DANIEL, HENRYIMEMBER, EXECUTIVE VICE PRESIDENTB Control
MCELWEE, DANIEL, HENRYIMEMBER, EXECUTIVE VICE PRESIDENTB Control
MCELWEE, DANIEL, HENRYIMEMBER, EXECUTIVE VICE PRESIDENTB Control
MCELWEE, DANIEL, HENRYIMEMBER, EXECUTIVE VICE PRESIDENTB Control
CAHILL, THOMAS, MICHAELIMEMBER AND CIOA Control
CAHILL, THOMAS, MICHAELIMEMBER AND CIOA Control
CAHILL, THOMAS, MICHAELIMEMBER AND CIOA Control
CAHILL, THOMAS, MICHAELIMEMBER AND CIOA Control
CAHILL, THOMAS, MICHAELIMEMBER AND CIOA Control
CAHILL, THOMAS, MICHAELIMEMBER AND CIOA Control
CAHILL, THOMAS, MICHAELIMEMBER AND CIOA Control
CAHILL, THOMAS, MICHAELIMEMBER AND CIOA Control

Registrations

Federal

IA
Mar 26, 2025 REGISTERED

Notice Filings (14)

CA CT FL GA MA MD NC NJ NY PA SC TN TX VA

Address

820 TOWNSHIP LINE ROAD
SUITE 100
YARDLEY, PA 19067
United States
Phone: 866 899-0068