Ventura Wealth Management

Ventura Wealth Management (CRD# 152301) is a financial advisory firm headquartered in Yardley, PA. They manage $518,166,137 in 1,423 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    518
    MILLION
  • Total Number of Accounts
    1,423
    ACCOUNTS
  • Average Account Value
    $364,136
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Ventura Wealth Management
Showing 1 - 8 of 8 top financial advisors.
1
Thomas M. Cahill
CRD#: 2281391
820 Township Line Road, Suite 100, Yardley, PA 19067

Thomas Cahill (CRD# 2281391) is an Investment Advisor Representative working at Ventura Wealth Management in Yardley, PA and has over 29 years of experience in the finance industry.

2
Faye L. Hart
CRD#: 2793769
820 Township Line Road, Suite 100, Yardley, PA 19067

Faye Hart (CRD# 2793769) is an Investment Advisor Representative working at Ventura Wealth Management in Yardley, PA and has over 27 years of experience in the finance industry.

3
Roger E. Klein
CRD#: 4372678
820 Township Line Road, Suite 100, Yardley, PA 19067

Roger Klein (CRD# 4372678) is an Investment Advisor Representative working at Ventura Wealth Management in Yardley, PA and has 1 year of experience in the finance industry.

4
Daniel H. McElwee
CRD#: 5436716
820 Township Line Road, Suite 100, Yardley, PA 19067

Daniel McElwee (CRD# 5436716) is an Investment Advisor Representative working at Ventura Wealth Management in Yardley, PA and has over 15 years of experience in the finance industry.

5
William R. Purdy
CRD#: 6598992
820 Township Line Road, Suite 100, Yardley, PA 19067

William Purdy (CRD# 6598992) is an Investment Advisor Representative working at Ventura Wealth Management in Yardley, PA and has over 7 years of experience in the finance industry.

6
Nicholas V. Ventura
CRD#: 726136
820 Township Line Road, Suite 100, Yardley, PA 19067

Nicholas Ventura (CRD# 726136) is an Investment Advisor Representative working at Ventura Wealth Management in Yardley, PA and has over 42 years of experience in the finance industry.

7
Morgan A. Downs
CRD#: 6839010
820 Township Line Road, Suite 100, Yardley, PA 19067

Morgan Downs (CRD# 6839010) is an Investment Advisor Representative working at Ventura Wealth Management in Yardley, PA and has over 6 years of experience in the finance industry.

8
Gerald D. Fiess
CRD#: 5979492
820 Township Line Road, Suite 100, Yardley, PA 19067

Gerald Fiess (CRD# 5979492) is an Investment Advisor Representative working at Ventura Wealth Management in Yardley, PA and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.