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VENTUM ADVISORS CORP.

TORONTO, Canada · CRD 299365 · IAPD ↗ · ventumadvisors.com · 416-572-5523

$355,082Regulatory AUM
1Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
11States
4Disclosures
foreignSegment
ApprovedSEC status

Filing changes

15
February 2026 — VENTUM ADVISORS CORP. reported RAUM down 99% ($25.4M -> $355,082).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
20
February 2026 — VENTUM ADVISORS CORP. shrank from 5 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
1
February 2025 — VENTUM ADVISORS CORP. changed its website from echelonpartnersusa.com to ventumadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
12
February 2025 — VENTUM ADVISORS CORP. notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
20
February 2025 — VENTUM ADVISORS CORP. added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
February 2025 — VENTUM ADVISORS CORP. reported RAUM up 25% ($20.3M -> $25.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
July 2024 — ECHELON PARTNERS USA INC. is now doing business as VENTUM ADVISORS CORP..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
20
March 2024 — ECHELON PARTNERS USA INC. added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.