VENTURI PRIVATE WEALTH

RIASEC RegisteredEst. 2014

Total AUM

$3.6B

Discretionary

$3.5B

97% of AUM

Avg account

$786K

Accounts

4,555

Employees

Advisory reps

Firm details

Headquarters: AUSTIN, Texas
CRD number: 169576
Registered since: January 2, 2014
Website: venturiwealthmanagement.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI82.09%
Pooled Investment Vehicles8.12%
Charitable Organizations6.1%
Individuals3.38%
Pension & Profit Sharing Plans0.32%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Venturi Private Wealth is an independent registered investment adviser operating as a limited liability company since 2014. The firm positions itself as a capital allocator for wealthy individuals, families and select institutional clients, combining comprehensive financial planning with discretionary portfolio management and pooled vehicle sponsorship. Its advisory services include individual and small-business portfolio management, management of pooled investment vehicles, selection of external managers, pension consulting and client education programs. Venturi charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee engagements. Investment activity is biased toward equities delivered through separate managed accounts and exchange-traded products, but the firm also sponsors and serves as general partner or managing member of private funds. Venturi does not present itself as an active ESG investor. The firm has been recognized in industry rankings, including placements on lists produced by Financial Times and Forbes.