VENTURI WEALTH MANAGEMENT, LLC
Legal name: VENTURI PRIVATE WEALTH
CRD #169576 SEC #801-78932 AUSTIN, TX (512) 220-2035
SEC Registered Private Funds
Total AUM
$3.2B
Discretionary
$3.1B
Employees
36
Clients
101
Accounts
4,488
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $3.2B | $3.1B | $94.3M | 36 | 0 |
| Jul 2025 | $3.2B | $3.1B | $94.3M | 36 | 0 |
| Mar 2025 | $3B | $2.9B | $97.4M | 34 | 0 |
| Mar 2025 | $3B | $2.9B | $97.4M | 34 | 0 |
| Jul 2024 | $2.6B | $2.6B | $38.6M | 30 | 0 |
| Apr 2024 | $2.3B | $2.3B | $33.8M | 33 | 0 |
| Mar 2024 | $2.3B | $2.3B | $33.8M | 33 | 0 |
| Oct 2023 | $2B | $1.9B | $38.5M | 33 | 0 |
| Mar 2023 | $2B | $1.9B | $38.5M | 32 | 0 |
| Sep 2022 | $2.3B | $2.3B | $5.3M | 28 | 0 |
| Apr 2022 | $2.3B | $2.3B | $5.3M | 28 | 0 |
| Apr 2022 | $2.3B | $2.3B | $5.3M | 28 | 0 |
| Mar 2022 | $2.3B | $2.3B | $5.3M | 28 | 0 |
| Dec 2021 | $2B | $2B | $31.2M | 29 | 0 |
| Sep 2021 | $2B | $2B | $31.2M | 27 | 0 |
| Mar 2021 | $1.8B | $1.7B | $41.6M | 27 | 0 |
| Aug 2020 | $1.6B | $1.6B | $44.3M | 22 | 0 |
| Aug 2020 | $1.6B | $1.6B | $44.3M | 22 | 0 |
| Jun 2020 | $1.3B | $1.3B | $45.7M | 22 | 0 |
| Apr 2020 | $1.3B | $1.3B | $45.7M | 22 | 0 |
| Mar 2020 | $1.3B | $1.3B | $45.7M | 22 | 0 |
| Jul 2019 | $1.2B | $1.2B | $25.9M | 20 | 0 |
| Jul 2019 | $1.2B | $1.2B | $25.9M | 20 | 0 |
| Mar 2019 | $1B | $992.8M | $16.2M | 16 | 0 |
| Feb 2019 | $1B | $992.8M | $16.2M | 16 | 0 |
| Feb 2019 | $1B | $992.8M | $16.2M | 16 | 0 |
| Oct 2018 | $791.3M | $781.8M | $9.5M | 15 | 0 |
| Sep 2018 | $791.3M | $781.8M | $9.5M | 15 | 0 |
| Jun 2018 | $734M | $724.8M | $9.2M | 12 | 79 |
| Mar 2018 | $703M | $694M | $9M | 9 | 92 |
| Feb 2018 | $703M | $694M | $9M | 9 | 92 |
| Jan 2018 | $703M | $694M | $9M | 9 | 92 |
| Sep 2017 | $631.6M | $621.3M | $10.3M | 9 | 26 |
| Aug 2017 | $615M | $603.2M | $11.8M | 9 | 26 |
| Jul 2017 | $524.7M | $506.7M | $18M | 9 | 26 |
| Jul 2017 | $524.7M | $506.7M | $18M | 9 | 26 |
| Feb 2017 | $524.7M | $506.7M | $18M | 9 | 26 |
| Jan 2017 | $524.7M | $506.7M | $18M | 9 | 26 |
| Jan 2017 | $508.7M | $494.4M | $14.3M | 7 | 26 |
| Dec 2016 | $508.7M | $494.4M | $14.3M | 7 | 26 |
| Nov 2016 | $508.7M | $494.4M | $14.3M | 7 | 26 |
| Sep 2016 | $508.7M | $494.4M | $14.3M | 7 | 26 |
| Aug 2016 | $508.7M | $494.4M | $14.3M | 7 | 26 |
| Aug 2016 | $421.2M | $397.6M | $23.6M | 7 | 26 |
| Jul 2016 | $421.2M | $397.6M | $23.6M | 7 | 26 |
| Mar 2016 | $421.2M | $397.6M | $23.6M | 6 | 26 |
| Nov 2015 | $400.4M | $350.4M | $50M | 6 | 0 |
| Sep 2015 | $275M | $275M | $0 | 6 | 0 |
| Aug 2015 | $0 | $0 | $0 | 4 | 0 |
DateSep 2025
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$94.3M
Employees36
Clients0
DateJul 2025
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$94.3M
Employees36
Clients0
DateMar 2025
Total AUM$3B
Discretionary$2.9B
Non-Disc.$97.4M
Employees34
Clients0
DateMar 2025
Total AUM$3B
Discretionary$2.9B
Non-Disc.$97.4M
Employees34
Clients0
DateJul 2024
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$38.6M
Employees30
Clients0
DateApr 2024
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$33.8M
Employees33
Clients0
DateMar 2024
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$33.8M
Employees33
Clients0
DateOct 2023
Total AUM$2B
Discretionary$1.9B
Non-Disc.$38.5M
Employees33
Clients0
DateMar 2023
Total AUM$2B
Discretionary$1.9B
Non-Disc.$38.5M
Employees32
Clients0
DateSep 2022
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$5.3M
Employees28
Clients0
DateApr 2022
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$5.3M
Employees28
Clients0
DateApr 2022
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$5.3M
Employees28
Clients0
DateMar 2022
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$5.3M
Employees28
Clients0
DateDec 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$31.2M
Employees29
Clients0
DateSep 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$31.2M
Employees27
Clients0
DateMar 2021
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$41.6M
Employees27
Clients0
DateAug 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$44.3M
Employees22
Clients0
DateAug 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$44.3M
Employees22
Clients0
DateJun 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$45.7M
Employees22
Clients0
DateApr 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$45.7M
Employees22
Clients0
DateMar 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$45.7M
Employees22
Clients0
DateJul 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$25.9M
Employees20
Clients0
DateJul 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$25.9M
Employees20
Clients0
DateMar 2019
Total AUM$1B
Discretionary$992.8M
Non-Disc.$16.2M
Employees16
Clients0
DateFeb 2019
Total AUM$1B
Discretionary$992.8M
Non-Disc.$16.2M
Employees16
Clients0
DateFeb 2019
Total AUM$1B
Discretionary$992.8M
Non-Disc.$16.2M
Employees16
Clients0
DateOct 2018
Total AUM$791.3M
Discretionary$781.8M
Non-Disc.$9.5M
Employees15
Clients0
DateSep 2018
Total AUM$791.3M
Discretionary$781.8M
Non-Disc.$9.5M
Employees15
Clients0
DateJun 2018
Total AUM$734M
Discretionary$724.8M
Non-Disc.$9.2M
Employees12
Clients79
DateMar 2018
Total AUM$703M
Discretionary$694M
Non-Disc.$9M
Employees9
Clients92
DateFeb 2018
Total AUM$703M
Discretionary$694M
Non-Disc.$9M
Employees9
Clients92
DateJan 2018
Total AUM$703M
Discretionary$694M
Non-Disc.$9M
Employees9
Clients92
DateSep 2017
Total AUM$631.6M
Discretionary$621.3M
Non-Disc.$10.3M
Employees9
Clients26
DateAug 2017
Total AUM$615M
Discretionary$603.2M
Non-Disc.$11.8M
Employees9
Clients26
DateJul 2017
Total AUM$524.7M
Discretionary$506.7M
Non-Disc.$18M
Employees9
Clients26
DateJul 2017
Total AUM$524.7M
Discretionary$506.7M
Non-Disc.$18M
Employees9
Clients26
DateFeb 2017
Total AUM$524.7M
Discretionary$506.7M
Non-Disc.$18M
Employees9
Clients26
DateJan 2017
Total AUM$524.7M
Discretionary$506.7M
Non-Disc.$18M
Employees9
Clients26
DateJan 2017
Total AUM$508.7M
Discretionary$494.4M
Non-Disc.$14.3M
Employees7
Clients26
DateDec 2016
Total AUM$508.7M
Discretionary$494.4M
Non-Disc.$14.3M
Employees7
Clients26
DateNov 2016
Total AUM$508.7M
Discretionary$494.4M
Non-Disc.$14.3M
Employees7
Clients26
DateSep 2016
Total AUM$508.7M
Discretionary$494.4M
Non-Disc.$14.3M
Employees7
Clients26
DateAug 2016
Total AUM$508.7M
Discretionary$494.4M
Non-Disc.$14.3M
Employees7
Clients26
DateAug 2016
Total AUM$421.2M
Discretionary$397.6M
Non-Disc.$23.6M
Employees7
Clients26
DateJul 2016
Total AUM$421.2M
Discretionary$397.6M
Non-Disc.$23.6M
Employees7
Clients26
DateMar 2016
Total AUM$421.2M
Discretionary$397.6M
Non-Disc.$23.6M
Employees6
Clients26
DateNov 2015
Total AUM$400.4M
Discretionary$350.4M
Non-Disc.$50M
Employees6
Clients0
DateSep 2015
Total AUM$275M
Discretionary$275M
Non-Disc.$0
Employees6
Clients0
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0