Ventira Private Wealth Management Ltd. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 16, 2026, reports $682M in regulatory assets under management, 4 employees, and 102 accounts.
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.1% of total clients.
Top client categories% of clientsClients
1
HNWI
67.1%
57
2
Individuals
32.9%
28
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$682Mas of March 16, 2026
Discretionary91.9%
$626M
92% of total RAUM91.9%
Non-discretionary8.1%
$56M
8% of total RAUM8.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$682M
Total Accounts102
10Y AUM Change+$527M (+340.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee21:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.