Adam Bosma
Ventus Wealth Management LLC · Annapolis, Maryland
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.
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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 | $4.1M across 16 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in MD · CRD 7226941 |
| Exams passed | Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | ventuswealth.com |
| Profile |
How Adam's firm compares
- Ventus Wealth Management LLC's average account is about $254,000, from its Form ADV (assets managed divided by 16 accounts).
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Questions about Adam
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Annapolis
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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