Venturi Wealth Management, LLC

Venturi Wealth Management, LLC (CRD# 169576) is a financial advisory firm headquartered in Austin, TX. They manage $421,200,003 in 325 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    421
    MILLION
  • Total Number of Accounts
    325
    ACCOUNTS
  • Average Account Value
    $1,296,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NE, TX

Financial Advisors at Venturi Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Russell W. Norwood
CRD#: 1552738
3600 N. Capital Of Texas Hwy., Building B, Suite 190, Austin, TX 78746
96
Wealthminder
score

Russell Norwood (CRD# 1552738) is an Investment Advisor Representative working at Venturi Wealth Management, LLC in Austin, TX and has over 24 years of experience in the finance industry. Russell Norwood 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 put clients' interests first and comply with the Financial Planning Practice Standards.

2
George L. Clark
CRD#: 1012473
3600 N. Capital Of Texas Hwy., Building B, Suite 190, Austin, TX 78746
93
Wealthminder
score

George Clark (CRD# 1012473) is an Investment Advisor Representative working at Venturi Wealth Management, LLC in Austin, TX and has over 22 years of experience in the finance industry.

3
Alexander S. Clendennen
CRD#: 5906957
3600 N. Capital Of Texas Hwy., Building B, Suite 190, Austin, TX 78746
93
Wealthminder
score

Alexander Clendennen (CRD# 5906957) is an Investment Advisor Representative working at Venturi Wealth Management, LLC in Austin, TX and has over 5 years of experience in the finance industry. Alexander Clendennen 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 put clients' interests first and comply with the Financial Planning Practice Standards.

4
Robert A. Rinner
CRD#: 1635888
3600 N. Capital Of Texas Hwy., Building B, Suite 190, Austin, TX 78746
93
Wealthminder
score

Robert Rinner (CRD# 1635888) is an Investment Advisor Representative working at Venturi Wealth Management, LLC in Austin, TX and has over 29 years of experience in the finance industry.

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