Venturi Wealth Management is an independent, fee-only private wealth management firm founded in Austin, Texas, with offices in Oklahoma City, Oklahoma.
We manage the complexities of your financial life so you can focus on the things that matter most to you.
We are proud to welcome Senior Lead Advisor Kent Mitchell, Lead Advisor Grant Kinchen and Associate Advisor Cole Edmiston to our Austin team from Merrill Lynch Wealth Management. The Venturi team has grown to 21 members in just four years and manages $1.2 billion for successful families, private foundations and endowments. Venturi has been recognized […]
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Venturi Wealth Management was recognized by InvestmentNews as one of the Top Ten fastest growing Fee-Only RIAs in the United States in 2018 with 44% growth. “We are in a competitive business and the ultimate measure of a firm’s value proposition is the growth of its client base and low client turnover”, said Russ […]
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Most businesses measure success by growth of revenues and EBITDA. We have a great team and have been blessed beyond all expectations with success in our business over the last several years. When we founded the firm, we committed to set aside part of our gross revenues each year for charitable endeavors and we established the […]
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