Venturi Private Wealth
Venturi Private Wealth (CRD# 169576) is a financial advisory firm headquartered in Austin, TX. They manage $2,308,952,097 in 3,429 accounts and serve the financial needs of clients across 12 states (or territories).
-
Total Assets Under Management2,309MILLION
-
Total Number of Accounts3,429ACCOUNTS
-
Average Account Value$673,360
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, FL, GA, IL, KS, LA, OK, TN, TX
Russell Norwood (CRD# 1552738) is an Investment Advisor Representative working at Venturi Private Wealth in Austin, TX and has over 32 years of experience in the finance industry.
Joey Sager (CRD# 1412768) is an Investment Advisor Representative working at Venturi Private Wealth in Oklahoma City, OK and has over 38 years of experience in the finance industry.
James Sanders (CRD# 1342176) is an Investment Advisor Representative working at Venturi Private Wealth in Austin, TX and has over 38 years of experience in the finance industry.
Rachael Wyatt (CRD# 2874155) is an Investment Advisor Representative working at Venturi Private Wealth in Austin, TX and has over 26 years of experience in the finance industry.
Meredith Jackson (CRD# 7305953) is an Investment Advisor Representative working at Venturi Private Wealth in Austin, TX and has over 2 years of experience in the finance industry.
Matthew Maxcy (CRD# 7264538) is an Investment Advisor Representative working at Venturi Private Wealth in Austin, TX and has over 3 years of experience in the finance industry.
Emily McCracken (CRD# 6711017) is an Investment Advisor Representative working at Venturi Private Wealth in Austin, TX and has over 3 years of experience in the finance industry.