← Directory
VENTURI PRIVATE WEALTH
Legal name: VENTURI WEALTH MANAGEMENT, LLC
CRD 169576File 801-78932
APPROVED
Retail clients
Custody
Filing as of Mar 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.58B
Top 25% of cohort (national)
Discretionary AUM
$3.49B
Non-discretionary $90.1M
Clients
720
4,555 accounts
Employees
38
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 2, 2014
- Principal office
- 3600 N. CAPITAL OF TEXAS HWY., BUILDING B, SUITE 200, AUSTIN, TX, 78746
- Phone
- (512) 220-2035
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.58B
- Discretionary AUM
- $3.49B
- Non-discretionary AUM
- $90.1M
- Discretionary accounts
- 4,299
- Non-discretionary accounts
- 256
- Total accounts
- 4,555
- AUM per client
- $5.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 20 | $218.3M |
| High net worth individuals | 407 | $2.94B |
| Pooled investment vehicles | 11 | $290.6M |
| Pension and profit sharing plans | 2 | $11.3M |
| Individuals (other than high net worth individuals) | 280 | $121.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.