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VENTURI PRIVATE WEALTH

BOISE, ID · CRD 169576 · IAPD ↗ · venturiwealth.com · 208-368-9600

$3.58BRegulatory AUM
12Advisory reps
28Employees
0Clients
101-250Planning clients
11Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
September 2026 — VENTURI PRIVATE WEALTH moved its main office from AUSTIN, TX to BOISE, ID.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
September 2026 — VENTURI PRIVATE WEALTH shrank from 19 to 12 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
September 2026 — VENTURI PRIVATE WEALTH added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
September 2026 — VENTURI PRIVATE WEALTH filed an Item 4A succession naming THE CAPROCK GROUP, LLC (CRD 124272) — one firm absorbed the other.
Firm filed an Item 4A succession naming another adviser: a merger or acquisition between the two (the filing does not say which way the money went). Integration projects follow.
Integration & migration consultingCRMCompliancePortfolio / reporting / TAMP
47
April 2026 — VENTURI PRIVATE WEALTH notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — VENTURI PRIVATE WEALTH notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.