VENN WEALTH & BENEFIT SERVICES, LLC

VENN WEALTH & BENEFIT SERVICES, LLC of ALTOONA, PA is an SEC-registered investment adviser (CRD 129865). Regulatory assets under management: $32.3M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 129865
• Type: Registered investment adviser
• Location: 210 E. PLANK ROAD, STE 1C, ALTOONA, PA, 16602
• Phone: 814-943-3660
• Latest filing: 2026-05-13
• Regulatory AUM: $32.3M
• Discretionary AUM: $30.1M
• Non-discretionary AUM: $2.2M
• Clients: 4
• Accounts: 133

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129865 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search