Ventur Wealth Management, LLC is a large advisory firm based in Locust Valley. It manages $27.16 million of regulatory assets for 94 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Connecticut, Delaware, and 5 other states.
Ventur Wealth Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ventur Wealth Management, LLC is $27.16 million. The firm's AUM has grown by 99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Ventur Wealth Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Peter Philip Debuona has been acting as President since 1 Jun 2002. James J Castro joined the executive team most recently as the Vice President/Chief Administrative Officer.
The principal office where Ventur Wealth Management, LLC performs its advisory services is located at 27 The Plaza, Locust Valley, NY 11560, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 516-759-6440 or by fax 516-759-6443. The normal business hours are 9:00am to 5:00pm on Monday - Friday.