Wealth Manager
    SEC Registered
    Manages Private Funds

    Venture Visionary Partners LLC

    Registered investment advisor · Sylvania, Ohio · CRD #304237

    Assets Under Management
    $5.2B
    Client Accounts
    6,711
    Employees
    46
    CRD Number
    304237
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

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

    About Venture Visionary Partners LLC

    Venture Visionary Partners (VVP) is an independent wealth management firm and registered investment adviser founded in 2019. Headquartered in Sylvania, Ohio, with an additional office in Bonita Springs, Florida, VVP is led by Craig D. Findley, who has over 30 years of experience in the industry and holds the Certified Private Wealth Advisor (CPWA®) certification. The firm is recognized for its commitment to fiduciary responsibility, ensuring that advisors prioritize clients' best interests. VVP

    Fee Structure

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

    Contacts, 13F holdings & brochure intel for Venture Visionary Partners LLC

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    Frequently Asked Questions

    What is Venture Visionary Partners LLC's AUM?

    Venture Visionary Partners LLC reports approximately $5.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Venture Visionary Partners LLC headquartered?

    Venture Visionary Partners LLC is headquartered in Sylvania, Ohio.

    What is Venture Visionary Partners LLC's CRD number?

    Venture Visionary Partners LLC's CRD number is 304237. 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 Venture Visionary Partners LLC manage?

    Venture Visionary Partners LLC manages approximately 6,711 client accounts according to its latest SEC filing.

    Is Venture Visionary Partners LLC SEC registered?

    Yes, Venture Visionary Partners LLC is registered with the SEC as an investment adviser with an approved registration status.

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