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VENTURI PRIVATE WEALTH
Legal name: VENTURI WEALTH MANAGEMENT, LLC
CRD 169576File 801-78932
APPROVED
Retail clients
Custody
Filing as of Aug 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.58B
Top 25% of cohort (national)
Discretionary AUM
$3.49B
Non-discretionary $90.1M
Clients
720
4,555 accounts
Employees
28
Top 10% of cohort in ID
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 2, 2014
- Principal office
- 800 W MAIN STREET, SUITE 1150, BOISE, ID, 83702
- Phone
- 208-368-9600
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
- Other advisory activities
- Financial planning services
- Selection of other advisers
- 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 | Change |
|---|---|---|---|---|
| Sep 1, 2026 | Employees | 38 | 28 | decreased by10 |
| Apr 1, 2026 | Employees | 36 | 38 | increased by2 |
| Apr 1, 2026 | Clients | 716 | 720 | increased by4 |
| Apr 1, 2026 | AUM | $3,178,913,424 | $3,581,250,224 | increased by$402,336,800 |
| Apr 1, 2026 | Accounts | 4,488 | 4,555 | increased by67 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 34 | 36 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 671 | 716 | increased by45 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $3,013,731,755 | $3,178,913,424 | increased by$165,181,669 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 4,291 | 4,488 | increased by197 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 28 | 34 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 359 | 671 | increased by312 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,282,896,562 | $3,013,731,755 | increased by$730,835,193 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,417 | 4,291 | increased by1,874 |
| Apr 1, 2022 | Employees | 29 | 28 | decreased by1 |
| Apr 1, 2022 | Clients | 337 | 359 | increased by22 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VENTURI PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VENTURI PRIVATE” may also match similarly-named firms). Confirm identity against each filing.
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.