Venturi Private Wealth

What Venturi Private Wealth does

Venturi Private Wealth is a U.S. registered investment adviser and multifamily office headquartered in Austin, Texas, founded in 2015 and operating with a team of 11-50 employees across offices in Austin and Oklahoma City. The firm serves ultra-high-net-worth individuals, multi-generational families, founders, entrepreneurs, and corporate executives, with stated advisory scope of approximately $3 billion in assets under management. Its core offerings span comprehensive wealth management (financial planning, investment management, estate planning, liquidity and exit planning, tax strategy, lending, philanthropy, and risk/insurance planning), family office services (outsourced CFO, family governance, cyber and technology support, credit and lending, financial reporting, and family wealth education), and private investment access spanning private credit, private equity, and real estate.

The firm does not operate a proprietary technology platform; instead it integrates best-in-class third-party systems including Addepar for the client investment portal, Fidelity and Schwab for custody, Box for Venturi Vault document management, and — most recently — Opto Investments for digitized private markets operations. The May 2025 partnership with Opto is intended to streamline onboarding, capital calls, and performance reporting for alternatives and to support the launch of private equity vintage funds on an 18-24 month cadence. Client acquisition is driven by professional advisor referrals, an active content library across eight HNW topic categories, and earned media from industry recognitions including Newsweek, Forbes, USA Today, RIA Edge, and the Financial Times 300.

Venturi operates on a fee-only, fiduciary model with no commissions, no joint marketing arrangements, and no product sales, generating revenue through recurring investment advisory fees. Pricing tiers are not publicly disclosed; prospective clients are routed to advisor consultations. The firm is privately held with no disclosed external investors or parent company, and operates as a Texas-domiciled LLC (Venturi Wealth Management, LLC) in compliance with SEC and state notice filing requirements across its operating jurisdictions.

Name

Venturi Private Wealth

Legal name

Venturi Wealth Management, LLC

Website

https://venturiprivatewealth.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

Venturi Private Wealth is a U.S. fee-only SEC-registered investment adviser and multifamily office managing approximately $3 billion in AUM, serving ultra-high-net-worth families, founders, and corporate executives with wealth management, family office, and private markets services.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Funds, Trusts, and Other Financial Vehicles (525), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Family Office Trust & Fiduciary Services (FSAEAKAF), Alternative Investments for Private Wealth (Hedge Funds, PE/VC Access, Private Credit) (FSAAABAI)

Keywords

• Wealth management services
• Family office services
• Investment advisory
• Private investment access
• Financial planning services

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory Fees: Venturi operates as a fee-only registered investment adviser. Revenue is generated through investment advisory fees charged to clients for wealth management, family office services, and investment management. The firm does not receive commissions on financial products or participate in joint marketing arrangements with other financial companies.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Venturi Private Wealth is an SEC-registered investment adviser and multifamily office that delivers comprehensive wealth management, family office services, and private investment access to ultra-high-net-worth and high-net-worth individuals, founders, entrepreneurs, corporate executives, and multi-generational families. The firm provides financial planning, investment management, estate planning, tax strategy, liquidity event planning, risk/insurance, philanthropy, and outsourced CFO services, with private credit, private equity, and real estate access enabled through a partnership with Opto Investments.

Product overview

Venturi Private Wealth is a $3 billion RIA and multifamily office based in Austin, Texas that offers a comprehensive wealth management and family office platform. The core offerings include Wealth Management (covering financial planning, investment management, estate planning, tax strategy, and risk planning), Family Office Services (including outsourced CFO services, family governance, and wealth education), and Private Investment Access (providing access to private credit, private equity, and real estate investments through the Opto Investments partnership). The platform is designed to serve ultra-high-net-worth individuals, families, founders, entrepreneurs, and corporate executives.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Comprehensive wealth management for high-net-worth individuals and families, covering financial planning, investment management, estate planning and wealth transfer, liquidity and exit planning, tax strategy and planning, lending solutions, philanthropy and impact, and risk and insurance planning.
• Family Office Services Tailored family office services for ultra-high-net-worth and multi-generational families, including CFO services, family culture and governance, estate planning and wealth strategy, cyber and technology support, credit and lending, personal asset management, financial reporting and tax coordination, and family wealth education.
• Private Investment Access Access to private markets for UHNW clients, including diversification beyond public markets, attractive illiquidity premiums, tax-efficient structuring, and diligently vetted private investment opportunities in private credit, private equity, and real estate, enabled by the Opto Investments partnership.
• Outsourced CFO Services Financial integration and oversight for ultra-high-net-worth family enterprises, providing consolidated balance sheets, cash flow summaries, investment reporting, private investment tracking, and coordination across investment advisors, CPAs, and attorneys.
• Family Wealth Coaching Coaching services to help families engage rising generations, foster stewardship, and ensure everyone understands their role in protecting and growing family wealth through effective communication and decision-making.
• Liquidity Event Planning Strategic planning services for business owners and professionals navigating liquidity events, including pre-transaction planning, tax impact analysis, estate plan reviews, charitable giving optimization, and post-transaction investment strategy.
• Charitable Giving Strategies Advisory services covering donor-advised funds, gifting highly-appreciated assets, bunching strategies, and private foundation management for charitably inclined clients.
• Client Investment Portal (Addepar) Online investment portal for clients to access their accounts and portfolio information, powered by the Addepar platform.

Quantifiable outcome

• Venturi plans to introduce private equity vintage funds every 18 to 24 months through its Opto Investments partnership

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Opto InvestmentscoreTechnology or Integration · 22 May 2025Venturi Private Wealth partnered with Opto Investments in May 2025 to expand its private markets platform for ultra-high-net-worth clients. The collaboration leverages Opto's technology to streamline access to private credit, private equity, and real estate investments. The partnership addresses operational burdens including client onboarding, capital calls, and performance reporting. Under the agreement, Venturi aims to introduce private equity vintage funds every 18 to 24 months and digitize its subscription process. The partnership reflects a broader industry trend of family offices and RIAs adopting platform-based solutions to close the gap between private wealth managers and institutional investors in accessing alternative assets.

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Direct peers

• Bessemer Trust: Privately held multifamily office serving UHNW and multi-generational families with investment management, estate planning, and family-office services — directly comparable in target client and service mix to Venturi Private Wealth.
• Brown Brothers Harriman (Wealth Management): Long-standing private partnership offering private banking, investment management, and trust/fiduciary services to HNW and UHNW families — closely comparable to Venturi in fiduciary, fee-based advisory and family-office positioning.
• Rockefeller Capital Management: UHNW-focused wealth management and family office platform with comprehensive planning, private investments, and multi-generational services — directly comparable to Venturi's UHNW and founder/executive segments.
• Cerity Partners: Wealth management and multifamily office firm serving UHNW individuals and families with outsourced CFO, tax, and estate services — directly comparable to Venturi's integrated family-office service stack.
• Aspiriant: Fee-only RIA serving HNW and UHNW households with comprehensive financial planning, tax, and investment advisory — comparable to Venturi in fiduciary, fee-only, planning-led model.
• Homrich Berg: Fee-only RIA serving HNW and UHNW individuals and families with comprehensive wealth management and family-office services — directly comparable in fiduciary, fee-only, planning-led positioning.

Broad incumbents

• Mariner Wealth Advisors: Large-scale RIA and family-office platform offering wealth management, tax, estate, and alternative investments nationally — broader incumbent with overlapping UHNW and family-office capabilities.
• Creative Planning: Large multi-family RIA offering wealth management, tax, estate, and family-office services — broader incumbent competing for the same HNW/UHNW founder and executive segments.
• Hightower Advisors: National RIA platform supporting breakaway advisors and providing wealth management, planning, and alternative investment access — broader incumbent overlapping in HNW/UHNW segments.
• Capital Group Private Client Services: Wealth management arm of large asset manager serving affluent and HNW investors with planning-led advisory — broader incumbent offering overlapping wealth planning and investment capabilities.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/venturiprivatewealth
• Xx.com/venturiwealth
• Facebookfacebook.com/venturiprivatewealth

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Venturi Private Wealth