{
  "crd_number": 169576,
  "slug": "venturi-private-wealth-boise-id-169576",
  "primary_business_name": "VENTURI PRIVATE WEALTH",
  "legal_name": "VENTURI WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Boise",
  "state": "ID",
  "country": "United States",
  "cbsa_code": "14260",
  "metro": {
    "cbsa_code": "14260",
    "common_name": "Boise City",
    "msa_name": "Boise City, ID",
    "path": "/advisors/id/boise-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-01-02",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-08-31",
  "carried_forward": false,
  "raum_total": 3581250224.0,
  "raum_discretionary": 3491154737.0,
  "raum_non_discretionary": 90095487.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 28,
  "advisory_employees": 12,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 218298928.0,
      "count": 20
    },
    "individuals": {
      "raum": 121182988.0,
      "count": 280
    },
    "pension_profit_sharing": {
      "raum": 11338450.0,
      "count": 2
    },
    "high_net_worth_individuals": {
      "raum": 2939782912.0,
      "count": 407
    },
    "pooled_investment_vehicles": {
      "raum": 290646946.0,
      "count": 11
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AR",
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IL",
    "KS",
    "LA",
    "NY",
    "OK",
    "TN",
    "TX"
  ],
  "websites": [
    "https://venturiwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/169576",
  "city_as_filed": "BOISE",
  "url": "https://advisorcensus.com/firm/venturi-private-wealth-boise-id-169576",
  "display_name": "Venturi Private Wealth",
  "summary": "Venturi Private Wealth is an SEC-registered investment advisory firm in Boise, ID, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 31, 2026.",
  "citation": "AdvisorCensus. Venturi Private Wealth (CRD 169576): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Venturi Private Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Venturi Private Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Venturi Private Wealth located?",
      "a": "Venturi Private Wealth's principal office is in Boise, ID, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Venturi Private Wealth registered with the SEC or a state?",
      "a": "Venturi Private Wealth is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 169576."
    },
    {
      "q": "How much does Venturi Private Wealth manage?",
      "a": "Venturi Private Wealth reports $3,581,250,224 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (97% discretionary)."
    },
    {
      "q": "How have Venturi Private Wealth's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Venturi Private Wealth: Regulatory assets under management: $2,031,353,000 in the October 2021 data and $3,581,250,224 in the October 2026 data, up 76%. Total employees: 27 in October 2021 and 28 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Venturi Private Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (407); individuals (other than high net worth individuals) (280); charitable organizations (20)."
    },
    {
      "q": "Which custodians does Venturi Private Wealth use?",
      "a": "Venturi Private Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Venturi Private Wealth report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/169576"
    },
    {
      "q": "Does Venturi Private Wealth state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 31, 2026 says: \"As a condition for starting and maintaining an investment management relationship, Venturi generally imposes a minimum portfolio value of $2,500,000.\" \"Smaller accounts may be accepted at the discretion of the firm and would be charged an annual fee rate of 1% until assets reach the portfolio levels shown above.\""
    },
    {
      "q": "What changed in Venturi Private Wealth's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Reported a succession: took over the business of The Caprock Group, LLC (CRD 124272) on July 31, 2026. Employees performing advisory functions went from 19 to 12. Added an office in Austin, TX. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2031353000.0,
      "total_employees": 27,
      "filing_date": "2021-09-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2282896562.0,
      "total_employees": 28,
      "filing_date": "2022-09-12"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1973168667.0,
      "total_employees": 33,
      "filing_date": "2023-10-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2636747981.0,
      "total_employees": 30,
      "filing_date": "2024-07-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 3178913424.0,
      "total_employees": 36,
      "filing_date": "2025-07-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3581250224.0,
      "total_employees": 28,
      "filing_date": "2026-08-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Reported a succession: took over the business of The Caprock Group, LLC (CRD 124272) on July 31, 2026.",
        "Employees performing advisory functions went from 19 to 12.",
        "Added an office in Austin, TX.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 17 to 19.",
        "Regulatory assets under management went from $3,178,913,424 to $3,581,250,224 (+13%).",
        "Registered or notice-filed in NY."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$2,500,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $2,500,000"
        ],
        "quotes": [
          "As a condition for starting and maintaining an investment management relationship, Venturi generally imposes a minimum portfolio value of $2,500,000.",
          "Smaller accounts may be accepted at the discretion of the firm and would be charged an annual fee rate of 1% until assets reach the portfolio levels shown above."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 2500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "As a condition for starting and maintaining an investment management relationship, Venturi generally imposes a minimum portfolio value of $2,500,000.",
      "Smaller accounts may be accepted at the discretion of the firm and would be charged an annual fee rate of 1% until assets reach the portfolio levels shown above."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/venturi-private-wealth-boise-id-169576.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 280,
      "fewer_than_5": false,
      "raum": 121182988.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 407,
      "fewer_than_5": false,
      "raum": 2939782912.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 290646946.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 11338450.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 20,
      "fewer_than_5": false,
      "raum": 218298928.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/169576",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}