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| Happy Holidays!! thanks for using AUM13F!! |
| Venture Visionary Partners LLC
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| CRD # | 304237 |
| SEC # | 801-116835 |
| CIK # | 0001792283 |
| AUM | $4.4 B (2025-06-02) |
| Employees | 38 (42% Investors, 5% Brokers) |
| Phone | 419-464-7401 |
| Address | 5520 Monroe Street Sylvania, OH 43560 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001792283 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| VISA Inc | 0.0 | ||
| United Technologies Corp /DE/ | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,640 | 0.4 |
| (b) Individuals (high net worth individuals) | 789 | 3.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 0.0 |
| (h) Charitable organizations | 48 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 73 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 6,322 | 4.4 |
| By Discretionary | ||
| Discretionary | 6,267 | 4.3 |
| Non-Discretionary | 55 | 0.1 |
| Total | 6,322 | 4.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.4 | |
| Total | 6,322 | 4.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001792283] |
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Adero Partners LLC
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Beacon Investment Advisory Services Inc
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LaSalle St Investment Advisors LLC
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Tectonic Advisors LLC
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TX | 4.3 |
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Bowen Hanes & Co Inc
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|
Brownson Rehmus & Foxworth Inc
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IL | 4.3 |
|
Rehmann Capital Advisory Group LLC
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MI | 4.3 |
|
Peregrine Capital Management LLC
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MN | 4.3 |
|
Cidel Asset Management Inc
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4.3 |