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, SEC‑registered registered investment adviser organized as an LLC and operating since 2014. The firm acts as a capital allocator for both individual/family and institutional clients, combining financial planning with discretionary portfolio management, pension consulting, selection of sub‑advisers, and educational programming. Its fee model includes AUM fees plus hourly and fixed‑fee engagements. Venturi is not identified as an active ESG investor and is not registered as a multi‑state adviser. The firm also sponsors and serves as a general partner/managing member for pooled investment vehicles. Public recognition includes placement on Financial Times’ Top 300 RIA Firms (2020) and Forbes’ RIA lists (America’s Top RIA Firms 2023 and Top RIA Firms 2024).