Profile
Mr. Nicholas V.
Ventura, Jr., is a President & Chief Executive Officer at NVWM LLC.
He is the founder of the firm.
His career spans over 40 years in the field of investment management, and many of the firm’s clients have been with him from the start.
His areas of expertise include portfolio strategy, asset allocation, and advanced financial planning.
His strong desire to remove the biases and sales pitches from the investment experience was a guiding force to the firm’s independent philosophy.
Mr. Ventura received his undergraduate degree from Rider University.
He is a Certified Financial Planner and a Certified Private Wealth Advisor.
Nicholas Ventura active positions
| Companies | Position | Start |
|---|---|---|
NVWM LLC
 NVWM LLC Investment ManagersFinance NVWM LLC, do-business-as Ventura Wealth Management (VWM), is a registered independent investment advisor headquartered in Yardley, Pennsylvania. The firm was founded by Nicholas “Nick” Ventura in 1999. VWM provides financial planning and consultation services to their clients, including individuals and high-net worth individuals; trusts, estates, charitable organizations; corporations; pension plans and 401(k). | Chief Executive Officer | 1998-12-31 |
Training of Nicholas Ventura
| Rider University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
NVWM LLC
NVWM LLC Investment ManagersFinance NVWM LLC, do-business-as Ventura Wealth Management (VWM), is a registered independent investment advisor headquartered in Yardley, Pennsylvania. The firm was founded by Nicholas “Nick” Ventura in 1999. VWM provides financial planning and consultation services to their clients, including individuals and high-net worth individuals; trusts, estates, charitable organizations; corporations; pension plans and 401(k). | Finance |
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