Venturi Wealth Management LLC

Venturi Wealth Management LLC is a Delaware-based limited liability firm with 20 staff members, including 12 advisory employees. The firm, founded in January 2014, boasts an SEC rating of "Approved," though the number of clients it serves is currently unknown.

• GEORGE LAWSON CLARK

  MEMBER owns more than 10% but less than 25%

• JAMES MICHAEL SANDERS

  MEMBER owns more than 5% but less than 10%

• RICHARD MICHAEL BANKS

  CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER owns less than 5%

• RUSSELL WAYNE NORWOOD

  MANAGING MEMBER, CEO owns more than 25% but less than 50%

• INDEPENDENT BANK
  United States

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• Venturi Wealth Management, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
• Venturi Wealth Management's Q4 2022 vs. Q1 2023 Fund Holdings: A Closer Look

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