Wealth manager, independent · Boise, ID
Venturi Private Wealth
Venturi Wealth Management, LLC · SEC-registered investment adviser · CRD 169576 · SEC 801-78932
At a glance
Venturi Private Wealth is an SEC-registered investment adviser based in Boise, Idaho, with $3.6B in regulatory assets under management as of its Form ADV filed August 31, 2026. It reports 687 individual clients, 407 of them high-net-worth, holding an average of about $4.5 million each, and 28 employees. That ranks it 305th among the nation’s 5,657 independent wealth management RIAs and 2nd of 35 in Idaho. It reports Fidelity as the custodian for its clients’ separately managed accounts.
Main office 208-368-9600venturiwealth.comAs filed on Form ADV
- Regulatory AUM
- $3.6B
- Rank among independent wealth managers
- #305 of 5,657
- Rank among all SEC RIAs
- #2,561 of 17,210
- Rank in Idaho
- #2 of 35
- Individual clients
- 687
- High-net-worth clients
- 407
- Accounts
- 4,555
- Discretionary
- 97% of AUM
- Employees
- 28
- Advisory staff
- 12
- Offices
- 3
Owners and executives on its Form ADV
- William G. GilbertCo-President
- Gregory A. BrownCo-President
- Glenn T. MichaelChief Financial Officer
- Jefferson R. JewellChief Operating Officer/chief Compliance Officer
- Vivek JindalChief Investment Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Venturi Private Wealth reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 407 | $2.9B | 82% |
| Pooled investment vehicles | 11 | $291M | 8% |
| Charitable organizations | 20 | $218M | 6% |
| Individuals | 280 | $121M | 3% |
| Pension and profit sharing plans | 2 | $11M | <1% |
Private funds
Venturi Private Wealth reports 11 private funds with $291M in gross assets: private equity funds, real estate funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Venturi Private Wealth reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗venturiwealth.com ↗
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The full record on Venturi Private Wealth
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,142 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Idaho
All of Idaho →| Firm | Regulatory AUM | Clients |
|---|---|---|
| The Caprock Group, LLCBoise | $12B | 420 |
| Continuum Advisory, LLCEagle | $1.9B | 3,344 |
| RW Investment Management LLCEagle | $1.7B | 758 |
| Pinkerton Wealth PartnersCoeur D'alene | $1.4B | 1,233 |
| Aspen Capital Management, LLCBoise | $1.3B | 443 |
Compare Venturi Private Wealth with
- Venturi Private Wealth vs The Caprock Group, LLC $12B · Boise, ID
Background
Questions
How much does Venturi Private Wealth manage?
Venturi Private Wealth reports $3.6B in regulatory assets under management across 4,555 accounts, 97% of it on a discretionary basis, on its Form ADV filed August 31, 2026.
How many clients does Venturi Private Wealth have?
It reports 687 individual clients: 407 high-net-worth individuals and 280 other individuals. Individuals account for about 85% of its regulatory assets.
Where is Venturi Private Wealth headquartered?
Its main office is in Boise, Idaho. It reports 3 offices in total and 28 employees, 12 of whom perform investment advisory functions.
How does Venturi Private Wealth charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Venturi Private Wealth use?
It reports Fidelity as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed August 31, 2026, it reports these amounts held: Fidelity ($3.2B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Venturi Private Wealth a hybrid RIA with a broker-dealer?
Venturi Private Wealth reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Venturi Private Wealth a fiduciary?
As an SEC-registered investment adviser, Venturi Private Wealth owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Venturi Private Wealth’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →