V
Venture Partners Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$18,287,738
Clients
15
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
15
LowAverage account size
$1,219,183
About
Venture Partners Wealth Management is a small, independent advisory firm that serves individuals (including high‑net‑worth clients), trusts, estates, businesses and retirement plans, and it explicitly includes pension and profit‑sharing plan clients among its client types. The firm provides discretionary and non‑discretionary investment management, financial planning, and pension consulting, and it acts as a fiduciary when advising ERISA accounts.
The firm’s investment approach emphasizes fundamental analysis and generally constructs low‑cost, diversified portfolios using mutual funds and ETFs, while also using individual securities and engaging Independent Managers for portions of client portfolios as needed. Venture Partners provides ongoing oversight of selected Independent Managers, may rebalance or trade for tax or cash‑need reasons, and operates with an institutional custody relationship to support execution and reporting.
What distinguishes this firm relative to many peers is its small client roster (about 15 clients) managing roughly $24.9 million in assets, which implies a relatively high asset level per client, and its engagement with pension consulting and plan clients—services that are uncommon among similar solo independent firms. The firm’s principal is also licensed as an insurance professional and may receive commission compensation for insurance sales, and the firm discloses a prior FINRA suspension for the principal (2010), items clients may want to consider when evaluating the advisor.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Wealth management
Fee options
1.50% to 0.25% annually (negotiable based on factors including asset level, complexity, and relationship)
Mr. Bowers may earn commissions from insurance sales separate from advisory fees.
Fee-only: Investment advisory fees range from 1.50% to 0.25% annually based on assets and other factors; fees for certain securities without transaction costs range from 1.00% to 0.25% annually paid quarterly.
Main office location
Venture Partners Wealth Management, LLC
Natick MA, United States
Number of offices
1
Most active in
Venture Partners Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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