Venturi Private Wealth
Firm details
- Headquarters
- Boise, Idaho
- CRD number
- 169576
- Registered since
- January 2, 2014
- Website
- venturiwealthmanagement.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.09%
- Pooled Investment Vehicles8.12%
- Charitable Organizations6.1%
- Individuals3.38%
- Pension & Profit Sharing Plans0.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Venturi Private Wealth is an independent, SEC‑registered registered investment adviser organized as an LLC and operating since 2014. The firm acts as a capital allocator for both individual/family and institutional clients, combining financial planning with discretionary portfolio management, pension consulting, selection of sub‑advisers, and educational programming. Its fee model includes AUM fees plus hourly and fixed‑fee engagements. Venturi is not identified as an active ESG investor and is not registered as a multi‑state adviser. The firm also sponsors and serves as a general partner/managing member for pooled investment vehicles. Public recognition includes placement on Financial Times’ Top 300 RIA Firms (2020) and Forbes’ RIA lists (America’s Top RIA Firms 2023 and Top RIA Firms 2024).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Public Funds/Mutual Funds11%
- State & Local Bonds9%
- Private Funds7%
- Cash & Cash Equivalents7%
Owners & executives
3 of 7
Gregory Brown
Co-ceoCRD 5276924
Richard Banks
Chief Financial OfficerCRD 6685610
Jefferson Jewell
Chief Operating Officer & Chief Compliance OfficerCRD 5918668
Contacts
3 of 18
Jay Willcox
Lead AdvisorCRD 5340263
Cole Edmiston
Lead AdvisorCRD 6823859
George Clark
Co-FounderCRD 1012473
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 358Active vs passive
$3.3B in ETFs
66%
$2.1B
19%
$1.1B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $158M | 1,272,355 | 4.84% |
Location
Boise, ID
Ada
Location
Boise, ID
Headquartered in Boise, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.
- Metro area
- Boise City-Mountain Home-Ontario, ID-OR
- Region
- West
- County
- Ada
- Address
- 800 W Main St
- Time zone
- MT (UTC-7)
- Office locations
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