# Venture Wealth Solutions LLC

> Venture Wealth Solutions LLC is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 22, 2026.

- CRD: 334307
- Filed as: VENTURE WEALTH SOLUTIONS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: June 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334307
- AdvisorCensus page: https://advisorcensus.com/firm/venture-wealth-solutions-llc-334307

## Quick answers

**How is Venture Wealth Solutions LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Venture Wealth Solutions LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Venture Wealth Solutions LLC registered with the SEC or a state?**
Venture Wealth Solutions LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334307.

**How much does Venture Wealth Solutions LLC manage?**
Venture Wealth Solutions LLC reports $35,346 in regulatory assets under management in its Form ADV filing dated June 22, 2026 (100% discretionary).

**What types of clients does Venture Wealth Solutions LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1); high net worth individuals (1).

**Does Venture Wealth Solutions LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/334307

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $35,346
- Discretionary: $35,346
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $34,429 |
| High net worth individuals | 1 | $917 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- venturewealthsolutions.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Venture Wealth Solutions LLC (CRD 334307): Form ADV filing data as of October 2026.