Chief Administrative Officer · Venture Visionary Partners LLC
Melissa J. Estrich
CRD 2593813 · Named on Form ADV at one SEC-registered adviser
At a glance
Venture Visionary Partners LLC, an SEC-registered wealth manager based in Sylvania, OH with $5.2 billion in regulatory assets, lists Melissa J. Estrich on its Form ADV as Chief Administrative Officer, a control person.
Firms and roles
- Venture Visionary Partners LLCChief Administrative OfficerWealth manager · Sylvania, OH · $5.2B in regulatory assets
AtlasMembers
Melissa’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Craig D. FindleyChairman, Chief Executive, Owner, Venture Visionary Partners LLC
- Robert W. RetzloffChief Operating Officer, Chief Compliance Officer, Venture Visionary Partners LLC
- Craig A. WarnimontChief Investment Officer, Venture Visionary Partners LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Melissa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.