Venture Partners Wealth Management, LLC

Venture Partners Wealth Management, LLC (CRD# 287854) is a financial advisory firm headquartered in , . They manage $14,694,363 in 16 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://vpwealthmngmt.com
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $918,398
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, TX

Financial Advisors at Venture Partners Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Richard Bowers, financial advisor Natick MA
Richard M. Bowers
CRD#: 1263206
Natick, MA

Richard Bowers (CRD# 1263206) is an Investment Advisor Representative working at Venture Partners Wealth Management, LLC in Natick, MA and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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