Venture Visionary Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sylvania, OH. Its latest Form ADV filing, dated March 31, 2026, reports $5.2B in regulatory assets under management, 46 employees, 4 offices, and 6,711 accounts.
Assets Under Management
$5.2B
Employees
46
Offices
4 offices
Total Clients
2,810
Primary office
SYLVANIA, OH
5520 MONROE STREET, SUITE B, SYLVANIA, OH, United States
Top client segmentIndividuals represent 65.0% of total clients.
Top client categories% of clientsClients
1
Individuals
65.0%
1,827
2
HNWI
29.6%
833
3
Corporations
2.7%
75
4
Charitable
2.3%
65
5
Pension Plans
0.4%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.2Bas of March 31, 2026
Discretionary99.0%
$5.2B
99% of total RAUM99.0%
Non-discretionary1.0%
$52M
1% of total RAUM1.0%
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$5.2B
Total Accounts6,711
10Y AUM Change+$5.2B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees46
Clients per Employee61:1
10Y Employee Change+38 (+475.0%)
* 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.