Venturi Private Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 12, 2026, reports $3.6B in regulatory assets under management, 38 employees, 1 office, and 4,555 accounts.
Assets Under Management
$3.6B
Employees
38
Offices
1 office
Total Clients
720
Primary office
AUSTIN, TX
3600 N. CAPITAL OF TEXAS HWY., BUILDING B, SUITE 200, AUSTIN, TX, United States
Top client segmentHNWI represent 56.5% of total clients.
Top client categories% of clientsClients
1
HNWI
56.5%
407
2
Individuals
38.9%
280
3
Charitable
2.8%
20
4
Pooled Investment Vehicles
1.5%
11
5
Pension Plans
0.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.6Bas of March 12, 2026
Discretionary97.5%
$3.5B
97% of total RAUM97.5%
Non-discretionary2.5%
$90M
3% of total RAUM2.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.6B
Total Accounts4,555
10Y AUM Change+$3.1B (+582.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees38
Clients per Employee19:1
10Y Employee Change+29 (+322.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.