Venturi Private Wealth: Platform Profile

Overview

Venturi Private Wealth is the primary business name used by SEC-registered adviser Venturi Wealth Management, LLC.

Current regulatory identity:

• Investment adviser: Venturi Wealth Management, LLC
• Doing business as: Venturi Private Wealth
• CRD: 169576
• SEC number: 801-78932
• Latest ADV: 2026-03-12

Current ordinary investment-management pricing is unusually specific for a private-wealth firm.

• Preferred account minimum: $2,500,000
• Smaller accounts discretionary: Yes

Current standard fee schedule:

• Up to 2 5m: 1.00%
• 2 5m to 5m: 0.85%
• 5m to 10m: 0.75%
• 10m to 25m: 0.65%
• 25m to 50m: 0.60%
• 50m to 100m: 0.55%
• 100m to 200m: 0.40%
• 200m to 300m: 0.35%
• Standard schedule progressive: Yes

May fit better for

• households with approximately $2.5 million or more of investable assets;
• business owners approaching a liquidity event;
• clients seeking integrated planning, tax and estate coordination;
• investors wanting public and private investment options;
• UHNW families needing family-office services;
• clients comfortable with an asset-based progressive fee schedule.

May fit less well for

• small portfolios;
• investors seeking a low-cost automated-only account;
• clients who want no private funds;
• users who assume 0.35% applies to the entire account above $200 million;
• investors who want one universal fee across wealth management and family office;
• clients who require daily liquidity in every investment.

Venturi Wealth Management, LLC is the legal adviser

Current SEC identity:

• Investment adviser: Venturi Wealth Management, LLC
• Primary business name: Venturi Private Wealth
• CRD: 169576
• SEC number: 801-78932

The preferred minimum is $2.5 million, but smaller accounts can be accepted

Current brochure:

• Preferred account minimum: $2,500,000
• Smaller accounts may be accepted: Yes
• Minimum discretionary: Yes

This is not an absolute hard rejection threshold.

The distinction matters because a smaller accepted relationship can still be billed under the applicable disclosed pricing.

The standard fee schedule is progressive

Current schedule:

• Up to 2 5m: 1.00%
• 2 5m to 5m: 0.85%
• 5m to 10m: 0.75%
• 10m to 25m: 0.65%
• 25m to 50m: 0.60%
• 50m to 100m: 0.55%
• 100m to 200m: 0.40%
• 200m to 300m: 0.35%

Current examples confirm the percentages apply by breakpoint.

Example at $7 million:

• first $2.5 million at 1.00%;
• next $2.5 million at 0.85%;
• final $2 million at 0.75%.

Illustrative annual fee:

$25,000 + $21,250 + $15,000 = $61,250

Average effective rate:

$61,250 / $7,000,000 = 0.875%

Standard investment-management billing is monthly in arrears

Current brochure:

• Billing frequency: monthly
• Billing timing: in arrears
• Billing value method: average daily market value

This differs from many Batch 46–60 firms that bill quarterly.

Preserve it.

ProActive can add 0.08% on the applicable portfolio portion

Current brochure discloses:

• ProActive Strategy additional fee: 0.08%
• Applies only to ProActive portion: Yes

The fee covers costs associated with Venturi's research partner.

Financial planning can be separately priced

For standalone planning or consulting:

• Fee methods:
• fixed fee
• hourly fee
• General starting: $1,000+

A later investment-management engagement can offset some or all of applicable planning charges under the firm's policy.

Family Office pricing is a separate service lane

For applicable high-asset Family Office relationships, Venturi can use a different asset-based schedule and a separate statement-of-work fee.

Current/near-current brochure references include:

• Family Office asset threshold: $50,000,000+
• 50m to 100m FO rate: 0.40%
• 100m to 200m FO rate: 0.35%
• 200m to 300m FO rate: 0.30%
• FO asset rate flat by band: Yes
• FO asset fee billing: monthly in arrears
• FO SOW flat fee possible: Yes
• FO SOW fee negotiable: Yes
• FO SOW billing: quarterly in advance

Keep family-office pricing separate from ordinary progressive wealth-management pricing.

Private funds can charge separate management fees and carried interest

Venturi manages affiliated private funds.

Current regulatory-derived data report multiple private funds, including private equity, real-estate and other private vehicles.

Applicable funds can impose:

• management fees;
• carried interest;
• operating expenses;
• minimum investments;
• accreditation or qualified-purchaser requirements.

Private investments are part of the current consumer offering

Current site highlights:

• private equity;
• private debt;
• real assets;
• managed investments;
• direct investments.

The Alternative Investment Disclaimer is required.

Custody is third party

Current regulatory data identify Fidelity as a major reported custodian for separately managed assets.

Historical/current filings can include other custodial relationships.

AI supports, but does not replace, adviser judgment

Venturi's March 11, 2026 Form CRS material-change disclosure states that the firm uses AI tools to improve advisory-process efficiency and accuracy.

It also states:

• AI supports rather than replaces professional judgment;
• AI-generated outputs are reviewed;
• the firm maintains oversight and security measures.

Assessment

Venturi's current review should resist two shortcuts.

First, $2.5 million is a preferred minimum, not an absolute universal rejection threshold.

Second, the lowest 0.35% tier is not a flat rate for the entire portfolio once assets pass $200 million.

The standard fee schedule is progressive.

The strongest review also keeps ordinary wealth-management pricing separate from:

• Family Office economics;
• ProActive's additional fee;
• standalone planning;
• affiliated private-fund carried interest.