Venture Visionary Partners LLC

Overview

Venture Visionary Partners LLC is an SEC registered investment adviser based in Sylvania, OH, registered since 2019. It reports $5.2B in assets under management across 6,711 accounts, with 46 employees. It has 31 investment adviser representatives.

Reported AUM

$5.2B

Discretionary

99%

Accounts

6,711

Average account

$781K

Employees

46

Advisory reps

31

Registered since

2019

Jurisdictions

33

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 4

• Craig Douglas Findley Chairman, Chief Executive Officer, Owner CRD 2250784
• Craig Arnold Warnimont Chief Investment Officer CRD 3115449
• Melissa Jo Estrich Chief Administrative Officer CRD 2593813

1 more executive officer, with direct contact details

Advisory reps 3 of 31

• Paul M Abendroth Insurance Agent · Investment Adviser Rep CRD 2146399
• Amy Jo Amos Investment Adviser Rep CRD 4339736
• Kelly Ann Andrews Investment Adviser Rep CRD 4499990

28 more advisory reps, with emails, phones and branch locations

Location

Headquarters

5520 Monroe St # B
Sylvania, OH 43560

County

Lucas

Metro area

Toledo, OH

Region

Midwest

Registrations

• SEC registered
• Registered in 33 jurisdictions
• Website: venturevp.com

Every state, with registration dates

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