RIA Intel›Advisers›Pennsylvania›VENN WEALTH & BENEFIT SERVICES, LLC

VENN WEALTH & BENEFIT SERVICES, LLC

Advisory

ALTOONA, PA

Data as of May 13, 2026 · Source: SEC Form ADV

Rank in PA

#1,146

of 1,528 advisers by AUM

Average account

$243K

across 133 accounts

AUM per adviser

$8M

4 advisers

Source: SEC Form ADV. Figures as filed May 13, 2026.

Total AUM

$32M

Discretionary %

93.3%

Clients

130

Employees

4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$32M

Discretionary AUM$30M

Non-Discretionary AUM$2M

Discretionary %93.3%

Total Clients130

Team

Total Employees4

Investment Advisers4

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

130 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

ACADEMY ASSET MANAGEMENT LLC

PHILADELPHIA, PA

$32M

+1.8% 1Y

MODERN WEALTH LLC

$33M

FALCO WEALTH PLANNING, LLC

PAOLI, PA

$32M

BISHOP & ASSOCIATES INC

PHILADELPHIA, PA

$32M

-5.8% 1Y

JEROME R. GRAHAM INC

OTTSVILLE, PA

$32M

0.0% 1Y

THI, INC.

$33M

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