VENTURE VISIONARY PARTNERS LLC
CRD #304237 SEC #801-116835 SYLVANIA, OH (419) 464-7401
SEC Registered
Total AUM
$4.4B
Discretionary
$4.3B
Employees
38
Clients
101
Accounts
6,322
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $4.4B | $4.3B | $56.1M | 38 | 98 |
| May 2025 | $4.4B | $4.3B | $56.1M | 38 | 98 |
| May 2025 | $4.4B | $4.3B | $56.1M | 38 | 98 |
| Mar 2025 | $4.4B | $4.3B | $56.1M | 38 | 98 |
| Jul 2024 | $3.9B | $3.9B | $28.8M | 37 | 96 |
| Mar 2024 | $3.9B | $3.9B | $28.8M | 37 | 96 |
| Sep 2023 | $3.2B | $3.1B | $28.6M | 35 | 95 |
| Sep 2023 | $3.2B | $3.1B | $28.6M | 35 | 95 |
| Sep 2023 | $3.2B | $3.1B | $28.6M | 35 | 95 |
| Sep 2023 | $3.2B | $3.1B | $28.6M | 35 | 95 |
| Jun 2023 | $3.2B | $3.1B | $28.6M | 35 | 95 |
| Mar 2023 | $3.2B | $3.1B | $28.6M | 35 | 95 |
| Feb 2023 | $3.4B | $3.4B | $24.8M | 31 | 96 |
| Jan 2023 | $3.4B | $3.4B | $24.8M | 31 | 96 |
| Sep 2022 | $3.4B | $3.4B | $24.8M | 31 | 96 |
| Jul 2022 | $3.4B | $3.4B | $24.8M | 31 | 96 |
| Jul 2022 | $3.4B | $3.4B | $24.8M | 31 | 96 |
| Mar 2022 | $3.4B | $3.4B | $24.8M | 32 | 96 |
| Jan 2022 | $2.7B | $2.7B | $10.4M | 29 | 96 |
| Sep 2021 | $2.7B | $2.7B | $10.4M | 29 | 96 |
| Jun 2021 | $2.7B | $2.7B | $10.4M | 29 | 96 |
| May 2021 | $2.7B | $2.7B | $10.4M | 29 | 96 |
| Mar 2021 | $2.7B | $2.7B | $10.4M | 29 | 96 |
| Mar 2021 | $2.7B | $2.7B | $10.4M | 29 | 96 |
| Feb 2021 | $900.3M | $895.9M | $4.3M | 12 | 39 |
| Jun 2020 | $900.3M | $895.9M | $4.3M | 12 | 39 |
| Mar 2020 | $900.3M | $895.9M | $4.3M | 12 | 39 |
| Oct 2019 | $551M | $549.8M | $1.3M | 8 | 0 |
| Sep 2019 | $0 | $0 | $0 | 8 | 0 |
| May 2019 | $0 | $0 | $0 | 8 | 0 |
DateJun 2025
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$56.1M
Employees38
Clients98
DateMay 2025
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$56.1M
Employees38
Clients98
DateMay 2025
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$56.1M
Employees38
Clients98
DateMar 2025
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$56.1M
Employees38
Clients98
DateJul 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$28.8M
Employees37
Clients96
DateMar 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$28.8M
Employees37
Clients96
DateSep 2023
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$28.6M
Employees35
Clients95
DateSep 2023
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$28.6M
Employees35
Clients95
DateSep 2023
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$28.6M
Employees35
Clients95
DateSep 2023
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$28.6M
Employees35
Clients95
DateJun 2023
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$28.6M
Employees35
Clients95
DateMar 2023
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$28.6M
Employees35
Clients95
DateFeb 2023
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$24.8M
Employees31
Clients96
DateJan 2023
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$24.8M
Employees31
Clients96
DateSep 2022
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$24.8M
Employees31
Clients96
DateJul 2022
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$24.8M
Employees31
Clients96
DateJul 2022
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$24.8M
Employees31
Clients96
DateMar 2022
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$24.8M
Employees32
Clients96
DateJan 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$10.4M
Employees29
Clients96
DateSep 2021
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$10.4M
Employees29
Clients96
DateJun 2021
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$10.4M
Employees29
Clients96
DateMay 2021
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$10.4M
Employees29
Clients96
DateMar 2021
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$10.4M
Employees29
Clients96
DateMar 2021
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$10.4M
Employees29
Clients96
DateFeb 2021
Total AUM$900.3M
Discretionary$895.9M
Non-Disc.$4.3M
Employees12
Clients39
DateJun 2020
Total AUM$900.3M
Discretionary$895.9M
Non-Disc.$4.3M
Employees12
Clients39
DateMar 2020
Total AUM$900.3M
Discretionary$895.9M
Non-Disc.$4.3M
Employees12
Clients39
DateOct 2019
Total AUM$551M
Discretionary$549.8M
Non-Disc.$1.3M
Employees8
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0