Ventus Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,800,000
Total clients
6
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$800,000
About
Ventus Wealth Management provides financial planning and investment management primarily to individual clients, high‑net‑worth individuals, and charitable organizations. The firm offers ongoing comprehensive financial planning, project‑based and hourly planning, investment management tied to each client’s Investment Policy Statement, and limited consulting services to other advisors.
The firm’s investment approach is grounded in Modern Portfolio Theory and predominantly passive management using index mutual funds and ETFs, with portfolios built around asset‑class allocations and low turnover. Although the adviser can accept discretionary authority, the brochure notes that a substantial portion of client assets are managed on a non‑discretionary basis—meaning trades generally require client consent—which the firm highlights as part of its client engagement model.
Noteworthy features for a firm of this size include a technology-enabled option to advise “held‑away” accounts via a third‑party platform (Pontera) that requires client‑provided online access for allocation changes, and a stated practice of not aggregating trades for clients. The brochure also discloses the firm’s principal maintains outside employment as an airline pilot and reserve military officer, a fact the firm says is mitigated by its longer‑term, low‑turnover strategy and scheduling practices.
Client services
Financial planning
Portfolio management
Selection of other advisers
Fee options
Ongoing Comprehensive Financial Planning fixed annual fee of $3,000 - $6,000; Project-Based Financial Planning fixed fee $500 - $5,000
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
$200-$450 per hour, billed in six-minute increments
Fee-only: Ongoing Comprehensive Financial Planning fixed annual fee ranging from $3,000 to $6,000, paid monthly in arrears; Project-Based Financial Planning fixed fee ranging from $500 to $5,000; Hourly fees ranging from $200 to $450 per hour
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Main office location
Ventus Wealth Management
Annapolis MD, United States
Number of offices
1
Forms ADV
Quick links
Advisors at this firm
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