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VENTURE VISIONARY PARTNERS LLC

SYLVANIA, OH · CRD 304237 · IAPD ↗ · (419) 464-7401

$5.24BRegulatory AUM
18Advisory reps
46Employees
101Clients
251-500Planning clients
0Private funds
33States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — VENTURE VISIONARY PARTNERS LLC added office(s): 1 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2026 — VENTURE VISIONARY PARTNERS LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
49
March 2026 — VENTURE VISIONARY PARTNERS LLC notice-filed in MN, MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
June 2025 — VENTURE VISIONARY PARTNERS LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
47
August 2024 — VENTURE VISIONARY PARTNERS LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — VENTURE VISIONARY PARTNERS LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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