Venturi Private Wealth

Venturi Private Wealth (CRD# 169576) is a financial advisory firm headquartered in Austin, TX. They manage $1,973,168,667 in 3,588 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,973
    MILLION
  • Total Number of Accounts
    3,588
    ACCOUNTS
  • Average Account Value
    $549,936
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, GA, IL, KS, LA, OK, TX

Financial Advisors at Venturi Private Wealth
Showing 1 - 10 of 17 top financial advisors.
1
Richard M. Banks
CRD#: 6685610
3600 N. Capital Of Texas Hwy., Building B, Suite 200, Austin, TX 78746

Richard Banks (CRD# 6685610) is an Investment Advisor Representative working at Venturi Private Wealth in Austin, TX and has 1 year of experience in the finance industry.

2
George L. Clark
CRD#: 1012473
3600 N. Capital Of Texas Hwy., Building B, Suite 200, Austin, TX 78746

George Clark (CRD# 1012473) is an Investment Advisor Representative working at Venturi Private Wealth in Austin, TX and has over 30 years of experience in the finance industry.

3
Alexander S. Clendennen
CRD#: 5906957
3600 N. Capital Of Texas Hwy., Building B, Suite 200, Austin, TX 78746

Alexander Clendennen (CRD# 5906957) is an Investment Advisor Representative working at Venturi Private Wealth in Austin, TX and has over 12 years of experience in the finance industry.

4
Christopher D. Creed
CRD#: 2504698
3600 N. Capital Of Texas Hwy., Building B, Suite 200, Austin, TX 78746

Christopher Creed (CRD# 2504698) is an Investment Advisor Representative working at Venturi Wealth Management in Austin, TX and has over 24 years of experience in the finance industry. Christopher Creed has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

5
Dewayne A. Crunk
CRD#: 1570843
11600 Broadway Extension, Suite 200, Oklahoma City, OK 73114

Dewayne Crunk (CRD# 1570843) is an Investment Advisor Representative working at Venturi Private Wealth in Oklahoma City, OK and has over 37 years of experience in the finance industry.

6
Cole R. Edmiston
CRD#: 6823859
3600 N. Capital Of Texas Hwy., Building B, Suite 200, Austin, TX 78746

Cole Edmiston (CRD# 6823859) is an Investment Advisor Representative working at Venturi Private Wealth in Austin, TX and has over 6 years of experience in the finance industry.

7
Rodney A. Gamble
CRD#: 2554649
3600 N. Capital Of Texas Hwy., Building B, Suite 200, Austin, TX 78746

Rodney Gamble (CRD# 2554649) is an Investment Advisor Representative working at Venturi Private Wealth in Austin, TX and has over 29 years of experience in the finance industry.

8
Grant W. Kinchen
CRD#: 6558982
3600 N. Capital Of Texas Hwy., Building B, Suite 200, Austin, TX 78746

Grant Kinchen (CRD# 6558982) is an Investment Advisor Representative working at Venturi Private Wealth in Austin, TX and has over 8 years of experience in the finance industry.

9
John W. McEntire
CRD#: 5960475
3600 N. Capital Of Texas Hwy., Building B, Suite 200, Austin, TX 78746

John McEntire (CRD# 5960475) is an Investment Advisor Representative working at Venturi Private Wealth in Austin, TX and has over 12 years of experience in the finance industry.

10
Kent R. Mitchell
CRD#: 4678958
3600 N. Capital Of Texas Hwy., Building B, Suite 200, Austin, TX 78746

Kent Mitchell (CRD# 4678958) is an Investment Advisor Representative working at Venturi Private Wealth in Austin, TX and has over 20 years of experience in the finance industry.

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