Ventura Wealth Management logo

Ventura Wealth Management Employee Directory

Financial ServicesNew Jersey, United States11-50 Employees

Ventura Wealth Management is an independent Registered Investment Advisor in the financial services industry, focused on delivering objective guidance and comprehensive planning to its clients. The firm emphasizes long-term relationships built through customized portfolios, proactive communication, ongoing financial reviews, and a team-based approach that integrates planning, portfolio management, insurance, brokerage, and banking considerations. Its services are aimed at individuals seeking prudent financial decisions and coordinated support across multiple facets of wealth management. Based in the New Jersey region, the company operates from a location in Ewing and serves clients through a consultative model that prioritizes education and ongoing consultation. A notable recent development is the announced acquisition of Ventura Wealth by Mathiswealth, indicating industry consolidation affecting independent advisory practices.

Find Ventura Wealth Management employees' phone numbers or email addresses

Ventura Wealth Management Global Highlights

Location
Employees

North America
17

Minus sign iconPlus sign icon
  • United States Of America
    17

Asia
4

Minus sign iconPlus sign icon
  • India
    3
  • Philippines
    1

Europe
1

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    1

Ventura Wealth Management's Leadership

  • Manager at Ventura Wealth Management
    W. N.
    Manager
  • Financial Adviser at Ventura Wealth Management
    K. B.
    Financial Adviser
  • Executive at Ventura Wealth Management
    P. S.
    Executive

Ventura Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from Ventura Wealth Management

Name
Title
Contact
Location
Last Update
  • Manager at Ventura Wealth Management
    W. N.
    Manager
    Oct 17, 2024
  • Financial Adviser at Ventura Wealth Management
    K. B.
    Financial Adviser
    United Kingdom, England
    Sep 15, 2026
  • Executive at Ventura Wealth Management
    P. S.
    Executive
    India, Maharashtra
    Sep 08, 2026

Frequently Asked Questions

What is Ventura Wealth Management known for?

Minus sign iconPlus sign icon
Ventura Wealth Management was founded in 2004 and operates in the Financial Services industry. You can contact Ventura Wealth Management's main corporate office by phone at . Explore Ventura Wealth Management's company overview page for more information.

What is Ventura Wealth Management's most common email format?

Minus sign iconPlus sign icon
Ventura Wealth Management employees' email format typically follows the pattern of FLast@venturawealth.com. Trying to find reliable and up-to-date employee contact data? Find more Ventura Wealth Management email formats with LeadIQ.

How many employees does Ventura Wealth Management have currently?

Minus sign iconPlus sign icon
Ventura Wealth Management has approximately 16 employees as of September 2026. These team members are located across 3 continents, including North America, Asia and Europe.

Who are Ventura Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Ventura Wealth Management's key employees include:

  • Manager: W. N.
  • Financial Adviser: K. B.
  • Executive: P. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.