# Adam Bosma

> Adam Bosma is a fee-only financial advisor at Ventus Wealth Management LLC in Annapolis, Maryland, who holds the CFP and MBA credentials. Ventus Wealth Management LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/adam-bosma/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Ventus Wealth Management LLC
- **Based in:** Annapolis, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $4.1M across 16 accounts
- **Credentials:** CFP, MBA
- **CRD:** 7226941 (https://adviserinfo.sec.gov/individual/summary/7226941)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 65 (2019)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://ventuswealth.com

## Frequently asked questions

### Is Adam Bosma a fee-only financial advisor?

Yes. Adam Bosma is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Adam's firm.

### How does Adam charge for financial advice?

Adam's firm, Ventus Wealth Management LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Adam Bosma based?

Adam Bosma is based in Annapolis, Maryland.

### What credentials does Adam Bosma hold?

Adam Bosma holds the CFP and MBA credentials.

### Is Adam Bosma registered with the SEC?

Yes. Adam Bosma is registered as an investment adviser representative in MD (CRD 7226941), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Ventus Wealth Management LLC manage?

Ventus Wealth Management LLC reports $4.1M across 16 accounts in assets under management.

### How do I contact Adam Bosma?

Through Adam's website, ventuswealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/47711): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.