RIA Intel›Advisers›Delaware›VENTURE PARTNERS WEALTH MANAGEMENT, LLC

VENTURE PARTNERS WEALTH MANAGEMENT, LLC

Advisory

Data as of Mar 24, 2026 · Source: SEC Form ADV

Average account

$498K

across 50 accounts

AUM per adviser

$25M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$25M

Discretionary AUM$15M

Non-Discretionary AUM$10M

Discretionary %60.7%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, TX

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

15 clients

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

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Advisers of similar size in DE

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

WOOD CAPITAL INVESTMENTS LLC

$25M

KALA CAPITAL PARTNERS, LLC

$25M

GUNNIP INVESTMENT AND FINANCIAL ADVISORS LLC

WILMINGTON, DE

$25M

FPG INVESTMENTS, LLC

$25M

-0.3% 1Y

BULL & BEAR ADVISORS LLC

$25M

EXEMPLAR WEALTH PARTNERS LLC

$24M

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