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: Boise, Idaho
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 VehiclesSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Venturi Private Wealth is an independent registered investment adviser organized as an LLC and operating since 2014. The firm serves both individual/family and institutional clients and acts as a capital allocator, offering fee arrangements that include a percentage of AUM, hourly rates and fixed fees. Core advisory services listed in regulatory filings include financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, selection of third‑party advisers, and educational seminars. Venturi reports that it does not identify as an active ESG investor and is not registered as a multi‑state adviser. The firm also participates on the sponsor/manager side of pooled vehicles (listed as an industry affiliation), indicating it both advises outside clients and serves as a managing member or general partner of funds it oversees. Venturi has been recognized in industry rankings, appearing on the Financial Times Top 300 RIAs list in 2020 and in Forbes' RIA lists in 2023 and 2024.