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.”

Read the full article here.

Contact Us

Thank you for your interest in Venturi Private Wealth. We would love to speak to you about our firm and how we can help. Please complete the form below and we’ll get right back to you.

Austin Team

OKC Team

Contact Form

Investment Management

Thank you for your interest in Venturi Private Wealth. We would love to speak to you about our firm and how we can help. Please complete the form below and we’ll get right back to you.

Services

  • Personal Trust Services
  • Charitable Trusts and Foundations
  • Fiduciary Investment Management
  • Estate Planning

Lorem Ipsum

Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisi enim ad minim veniam, quis nostrud exerci tation ullamcorper suscipit lobortis nisl ut aliquip ex ea commodo consequat.

Duis autem vel eum iriure dolor in hendrerit in vulputate velit esse molestie consequat, vel illum dolore eu feugiat nulla facilisis at vero eros et accumsan et iusto odio dignissim qui blandit praesent luptatum zzril delenit augue duis dolore te feugait nulla facilisi.

Lorem ipsum dolor sit amet, cons ectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisi enim ad minim veniam, quis nostrud exerci tation ullamcorper suscipit lobortis nisl ut aliquip ex ea commodo consequat.