RIA Intel›Advisers›Ohio›VENTURE VISIONARY PARTNERS LLC

VENTURE VISIONARY PARTNERS LLC

Advisory

N·SYLVANIA, OH

Data as of Feb 26, 2026 · Source: SEC Form ADV

Total AUM

$4.4B

1-Year AUM Growth

+24.2%

3-Year CAGR

+12.8%

Employees

16

Assets Under Management

Total AUM$4.4B

Discretionary AUM$4.3B

Non-Discretionary AUM$56M

Discretionary %99%

Total Clients2,560

Team

Total Employees16

Investment Advisers38

Employee Growth (1Y)+14.3%

Filing History

Total Filings on Record26

First FilingMay 23, 2019

Latest FilingFeb 26, 2026

🔒 Full AUM trend chart and 26 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on VENTURE VISIONARY PARTNERS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.