Venturi Private Wealth

Firm record

As recorded in SEC IAPD

Firm CRD

169576

SEC number

801-78932

Firm type

RIA

Assets under management

$3.6B as of Mar 12, 2026

Website

www.linkedin.com/COMPANY/VENTURI-WEALTH-MANAGEMENT-LLC- ↗

Phone

(512) 220-2035

Address

3600 N. Capital Of Texas Hwy., Austin, TX, 78746

Advisors at this firm

23 in our index · page 1 of 1

• Richard Michael BanksCRD 6685610 · Austin, TX
  IA Registered
• George Lawson ClarkCRD 1012473 · Austin, TX
  IA Registered
• Alexander Scott ClendennenCRD 5906957 · Austin, TX
  IA Registered
• Christopher Duncan CreedCRD 2504698 · Austin, TX
  IA Registered
• Cole Ray EdmistonCRD 6823859 · Austin, TX
  IA RegisteredRegistration inactive
• Rodney Allen GambleCRD 2554649 · Austin, TX
  IA Registered
  Disclosure event(s) on record
• Meredith Michelle JacksonCRD 7305953 · Austin, TX
  IA Registered
• Hannah Sarah KatzensteinCRD 7972545 · Austin, TX
  IA Registered
• Grant Wade KinchenCRD 6558982 · Austin, TX
  IA RegisteredRegistration inactive
• John Westin McentireCRD 5960475 · Austin, TX
  IA RegisteredRegistration inactive
• Kent R MitchellCRD 4678958 · Austin, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Matthew Aaron MaxcyCRD 7264538 · Austin, TX
  IA Registered
• Emily MccrackenCRD 6711017 · Austin, TX
  IA RegisteredRegistration inactive
• Russell Wayne NorwoodCRD 1552738 · Austin, TX
  IA Registered
• Nicolas David RamirezCRD 8129843 · Austin, TX
  IA Registered
• Joey Dwayne SagerCRD 1412768 · Oklahoma City, OK
  IA RegisteredRegistration inactive
• James Michael SandersCRD 1342176 · Austin, TX
  IA RegisteredRegistration inactive
• Donovan Alexander ShekhdarCRD 7735489 · Austin, TX
  IA Registered
• Juan Elias ValdesCRD 8303831 · Oklahoma City , OK
  IA Registered
• Melissa Suzanne WhitakerCRD 6014331 · Oklahoma City, OK
  IA RegisteredRegistration inactive
• Jay Blakeley WillcoxCRD 5340263 · Oklahoma City, OK
  IA RegisteredRegistration inactive
• Rachael E WyattCRD 2874155 · Austin, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Nicholas Damon ZinsmeyerCRD 8179753 · Austin, TX
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.