VENTUS WEALTH MANAGEMENT

VENTUS WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 312277). Regulatory assets under management: $4.1M.

Registration

• CRD: 312277
• Type: Registered investment adviser
• Phone: 410-541-6818
• Latest filing: 2026-06-25
• Regulatory AUM: $4.1M
• Discretionary AUM: $3.9M
• Non-discretionary AUM: $137K
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312277 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search