NVWM LLC

VENTURA WEALTH MANAGEMENT
YARDLEY, Pennsylvania·3 registered advisors·CRD# 152301
SEC# 801-708830866 899-0068
01

Firm Overview

AUM
$518M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at NVWM LLC

3 registered advisors
Daniel Henry Mcelwee
YARDLEY, Pennsylvania
Nicholas Vincent Ventura
YARDLEY, Pennsylvania
Thomas Michael Cahill
YARDLEY, Pennsylvania
05

Office Locations

YARDLEY, Pennsylvania
3 advisors

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Data sourced from SEC Form ADV filings. NVWM LLC (CRD# 152301) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.