Be advised. This firm is no longer registered.

Vennwell, LLC

Vennwell, LLC (CRD# 120845) is a financial advisory firm headquartered in Lake Forest, IL. They manage $236,119,982 in 716 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    236
    MILLION
  • Total Number of Accounts
    716
    ACCOUNTS
  • Average Account Value
    $329,777
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, TX

Financial Advisors at Vennwell, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Bradford Adams
CRD#: 1649136
550 Oakwood Avenue, Lake Forest, IL 60045
90
Wealthminder
score

Bradford Adams (CRD# 1649136) is an Investment Advisor Representative working at Vennwell, LLC in Lake Forest, IL and has over 3 years of experience in the finance industry.

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