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VENTURI PRIVATE WEALTH
AUSTIN, TX
(512) 220-2035
SEC #801-78932Total AUM
$3.6B
Employees
38Clients
720Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3600 N. CAPITAL OF TEXAS HWY.
BUILDING B, SUITE 200
AUSTIN
TX 78746
United States
BUILDING B, SUITE 200
AUSTIN
TX 78746
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
(512) 220-2035
Other Offices
1
Financials
Total AUM
$3.6B
Accounts
4,555Discretionary
$3.5B
Accounts
4,299Non-Discretionary
$90.1M
Accounts
256
Clients
Individual Clients
280AUM
$121.2M
HNW Individual Clients
407AUM
$2.9B
Pooled Vehicle Clients
11AUM
$290.6M
Pension/Profit Sharing Plan Clients
2AUM
$11.3M
Charitable Organization Clients
20AUM
$218.3M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ARAZCACOFLGAILKSLANYOKTNTX
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.