Venturi Wealth Management LLC

  • Investment Bank/Securities Brokerage
  • Austin TX
  • 35 employees
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Company Overview

Website
venturiprivatewealth.com
Employees
35
Industry
Investment Bank/Securities Brokerage
SIC Code
6722 - Management Investment Offices, Open-end
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Financials & Stats

Revenue

$10B

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Recent News & Media

Moran Wealth Management LLC Sells 3,481 Shares of Garmin Ltd. (NYSE:GRMN)

  • Jun 28, 2025
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Avior Wealth Management LLC Lowers Stock Position in Unilever PLC (NYSE:UL)

  • Jun 27, 2025
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Avior Wealth Management LLC Reduces Stock Holdings in American Tower Corporation (NYSE:AMT)

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Clearview Wealth Advisors LLC Raises Stake in Apollo Global Management Inc. (NYSE:APO)

  • Jun 27, 2025
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Absher Wealth Management LLC Sells 63,334 Shares of T. Rowe Price Group, Inc. (NASDAQ:TROW)

  • Jun 25, 2025
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Tower View Wealth Management LLC Boosts Holdings in Garmin Ltd. (NYSE:GRMN)

  • Jun 24, 2025
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Who is Venturi Wealth Management LLC

Venturi Wealth Management LLC is a privately held company based in Austin, Texas, with 35 employees. Venturi Wealth Management LLC is an independent, fee-only wealth management firm specializing in providing unbiased financial advice to clients with significant wealth. Their services are tailored to help clients navigate the complexities of managing and growing their assets. The firm distinguishes itself through its commitment to putting clients' best interests first, offering unbiased advice, and employing a team of experienced financial advisors and industry professionals dedicated to delivering positive outcomes. For more information, please visit venturiprivatewealth.com.

Company Leadership

George Clark

Founding Partner - Director of Investments

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Jim Kozlowski

Senior Managing Director - Private Equity

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Russ Norwood

Founding Partner | CEO

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Mike Sanders

Senior Managing Director

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Mike Sanders

Senior Managing Director

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Venturi Wealth Management LLC Industry Tags

Private Wealth Management
Investment Consulting
Estate Planning & Wealth Transfer
Alternative Investments
Business Sale Planning
Concentrated Stock
Trust Services
Retirement Planning
Family Office Services
Private Investments
Financial Planning
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FAQ

What is the location of Venturi Wealth Management LLC's headquarters?
The headquarters of Venturi Wealth Management LLC are situated at 3600 N Capital of Texas Hwy, Austin TX
What is Venturi Wealth Management LLC's official website?
The official website of Venturi Wealth Management LLC can be found at venturiprivatewealth.com.
What is Venturi Wealth Management LLC's current revenue?
As of April 2018, Venturi Wealth Management LLC's annual revenue reached $10B.
How many employees does Venturi Wealth Management LLC currently have?
Venturi Wealth Management LLC employs approximately 35+ people as of April 2018
Who is the Founding Partner - Director of Investments of Venturi Wealth Management LLC?
Venturi Wealth Management LLC's Founding Partner - Director of Investments is George Clark
What are Venturi Wealth Management LLC's industry tags?
Venturi Wealth Management LLC's industry tags include: Private Wealth Management, Investment Consulting, Estate Planning & Wealth Transfer

Employee Directory

Key Employees

Westin McEntire

Partner & Director of Investments

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Russell Norwood

Founding Partner | CEO

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Megan Severe

Senior Client Associate

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Meredith Georghiades

Operations Specialist

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