Venn Wealth & Benefit Services, Llc
- Regulatory AUM
- $32.3M
- Discretionary
- $30.1M
- Clients
- 130
- Avg AUM / client
- $249K
- Accounts
- 133
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 130 | $25.2M | 78.1% |
| High net worth individuals | Fewer than 5 clients | $2.3M | 7.07% |
| Pension and profit sharing plans | Fewer than 5 clients | $4.8M | 14.9% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Edward Schultz | Registered representative | Mar 2004 (22y) | ||
| Christian Edward Halas | Registered representative | May 2004 (22y) | ||
| Robert John Knox | Registered representative | CFP | Aug 2008 (18y) | |
| Joseph C. Zappia | Registered representative | Oct 2016 (10y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/13/2026 | 1.27 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $27.8M (86% of AUM) May 2026
- Matrix Trust Company $4.8M (15% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 13, 2026.
View current Form ADV (SEC/IAPD) ↗