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VENERABLE INVESTMENT ADVISERS, LLC

WEST CHESTER, PA · CRD 330755 · IAPD ↗ · 610-249-2916

$16.27BRegulatory AUM
3Advisory reps
12Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

63
February 2026 — VENERABLE INVESTMENT ADVISERS, LLC reported RAUM up 66% ($9.80B -> $16.27B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
October 2024 — VENERABLE INVESTMENT ADVISERS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
85
July 2024 — VENERABLE INVESTMENT ADVISERS, LLC (WEST CHESTER, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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