SEC-Registered Investment Adviser
Venturi Private Wealth
Legal name: Venturi Wealth Management, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated August 31, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- January 2, 2014
- Principal office
- 800 W Main Street, Suite 1150, Boise, ID 83702
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
- Other offices
- 2
- Website
- www.venturiwealth.com
Scale
- Regulatory AUM
- $3.6B
- Discretionary / non-discretionary
- $3.5B / $90.1M
- Accounts
- 4,555
- Clients
- 0
- Employees
- 28, 12 in advisory roles
- Private funds advised
- 11
- Private fund gross assets
- $290.6M
- Fund types
- 4 private equity funds, 1 real estate funds, 6 other private funds
- Client assets in custody
- $1.0B (390 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, educational seminars or workshops and other advisory activities
- Compensated by
- a percentage of assets under management, hourly charges and fixed fees
- Client types
- individuals (other than high net worth) (280); high net worth individuals (407); pooled investment vehicles (11); pension and profit sharing plans (2); charitable organizations (20)
- Related persons include
- another investment adviser and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 1 investment adviser
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (August 31, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.