Venturi Wealth Management

Venturi Wealth Management is an employee-owned investment management and wealth advisory firm based in Austin, Texas, with an additional office in Oklahoma City. Founded in 2015, it provides investment advisory and wealth management services to a select group of clients, including high net worth individuals, pooled investment vehicles, pension and profit-sharing plans, and charitable organizations. The firm focuses on U.S. public equity markets and uses fundamental research, augmented by external research, to inform investment decisions. Operating as a registered investment adviser, Venturi emphasizes disciplined, tailored asset management and serves clients with complex needs through a structured advisory approach.