Venturi Wealth Management

Venturi Wealth Management is an employee-owned investment management firm based in Austin, Texas, with an additional office in Oklahoma City, Oklahoma. Established in 2015, it specializes in providing investment advisory and wealth management services to high net worth individuals, private foundations, and various institutional clients, including pension plans and charitable organizations. The firm employs fundamental research and integrates external research to enhance its investment decisions, primarily focusing on public equity markets in the United States. Venturi Wealth Management is a Registered Investment Adviser (RIA), and its executive team manages client assets, ensuring tailored strategies that address the complex needs of its affluent clientele.