Venturi Wealth Management LLC
Legal Name: VENTURI WEALTH MANAGEMENT, LLC
3600 N. CAPITAL OF TEXAS HWY., BUILDING B, SUITE 100, AUSTIN, TX
Full Contact Details
Other Info
Venturi Wealth Management LLC is legally known as VENTURI WEALTH MANAGEMENT, LLC. It is a DE Limited Liability Company. This firm has 20 employees, of which 12 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jan 2, 2014.
Direct Owners
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GEORGE LAWSON CLARK
MEMBER owns more than 10% but less than 25%
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JAMES MICHAEL SANDERS
MEMBER owns more than 5% but less than 10%
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RICHARD MICHAEL BANKS
CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER owns less than 5%
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RUSSELL WAYNE NORWOOD
MANAGING MEMBER, CEO owns more than 25% but less than 50%
Custodians
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INDEPENDENT BANK
United States
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
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Effectiveness Date:
Aug 7, 2019
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