Institutional
    SEC Registered

    Venerable Investment Advisers, LLC

    Registered investment advisor · West Chester, Pennsylvania · CRD #330755

    Assets Under Management
    $16.3B
    Client Accounts
    21
    Employees
    12
    CRD Number
    330755
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Venerable Investment Advisers, LLC

    Venerable Holdings, Inc. is a legacy annuity management company based in Des Moines, Iowa, with additional operations in West Chester, Pennsylvania. Founded in 2018, Venerable focuses on acquiring and managing existing annuity contracts rather than issuing new ones. The company specializes in purchasing variable annuities with guaranteed minimum income benefits (GMIBs) from major financial services providers. Venerable's core service involves acquiring legacy annuity blocks and managing the ass

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Venerable Investment Advisers, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Venerable Investment Advisers, LLC's AUM?

    Venerable Investment Advisers, LLC reports approximately $16.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Venerable Investment Advisers, LLC headquartered?

    Venerable Investment Advisers, LLC is headquartered in West Chester, Pennsylvania.

    What is Venerable Investment Advisers, LLC's CRD number?

    Venerable Investment Advisers, LLC's CRD number is 330755. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Venerable Investment Advisers, LLC manage?

    Venerable Investment Advisers, LLC manages approximately 21 client accounts according to its latest SEC filing.

    Is Venerable Investment Advisers, LLC SEC registered?

    Yes, Venerable Investment Advisers, LLC is registered with the SEC as an investment adviser with an approved registration status.

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