Ventura Wealth Management

Ventura Wealth Management (CRD# 152301) is a financial advisory firm headquartered in Ewing, NJ. They manage $195,445,145 in 694 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    195
    MILLION
  • Total Number of Accounts
    694
    ACCOUNTS
  • Average Account Value
    $281,621
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
  • Pension consulting services
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, NJ, PA, TX

Financial Advisors at Ventura Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Daniel H. McElwee
CRD#: 5436716
200 Princeton South Corporate Center, Suite 150, Ewing, NJ 08628
96
Wealthminder
score

Daniel McElwee (CRD# 5436716) is an Investment Advisor Representative working at Ventura Wealth Management in Ewing, NJ and has over 8 years of experience in the finance industry. Daniel McElwee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Thomas M. Cahill
CRD#: 2281391
200 Princeton South Corporate Center, Suite 150, Ewing, NJ 08628
93
Wealthminder
score

Thomas Cahill (CRD# 2281391) is an Investment Advisor Representative working at Ventura Wealth Management in Ewing, NJ and has over 22 years of experience in the finance industry.

3
Faye L. Hart
CRD#: 2793769
200 Princeton South Corporate Center, Suite 150, Ewing, NJ 08628
93
Wealthminder
score

Faye Hart (CRD# 2793769) is an Investment Advisor Representative working at Ventura Wealth Management in Ewing, NJ and has over 20 years of experience in the finance industry.

4
Kevin Rice
CRD#: 6221418
200 Princeton South Corporate Center, Suite 150, Ewing, NJ 08628
88
Wealthminder
score

Kevin Rice (CRD# 6221418) is an Investment Advisor Representative working at Ventura Wealth Management in Ewing, NJ and has 1 year of experience in the finance industry.

5
Nicholas V. Ventura
CRD#: 726136
200 Princeton South Corporate Center, Suite 150, Ewing, NJ 08628
86
Wealthminder
score

Nicholas Ventura (CRD# 726136) is an Investment Advisor Representative working at Ventura Wealth Management in Ewing, NJ and has over 35 years of experience in the finance industry. Nicholas Ventura has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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