# VENN WEALTH & BENEFIT SERVICES, LLC

VENN WEALTH & BENEFIT SERVICES, LLC of ALTOONA, PA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 129865
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129865/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129865/similar
- Related entities: https://search.stillhousedata.com/firm/129865/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129865

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.