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VENTURI PRIVATE WEALTH
VENTURI WEALTH MANAGEMENT, LLC
CRD 169576 · SEC 801-78932
3600 N. CAPITAL OF TEXAS HWY., BUILDING B, SUITE 200, AUSTIN, TX, 78746, United States
Phone
(512) 220-2035
Fax
(512) 220-2045
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.58B
Discretionary AUM
$3.49B
Team
38 total employees; 19 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 280 | $121.2M |
| High net worth individuals | 407 | $2.94B |
| Pooled investment vehicles | 11 | $290.6M |
| Pension/profit sharing plans | 2 | $11.3M |
| Charitable organizations | 20 | $218.3M |
States served
AZ, AR, CA, CO, GA, IL, KS, LA, NY, OK, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD