Texas RIA Surpasses $1 Billion In AUM By Nabbing Wells Fargo Team

A Texas registered investment advisor has surpassed $1 billion in assets under management by recruiting a team from Wells Fargo Advisors. Venturi Wealth Management of Austin recently expanded into Oklahoma with its recruitment of Wells Fargo’s Waypoint Investment Group in Oklahoma City. The four-person team brings just over $300 million in assets to Venturi.