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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-02-2014
- Office Locations
- 5
Office Locations
About Venturi Private Wealth
Venturi Private Wealth provides comprehensive wealth management and family office services for founders/entrepreneurs, corporate executives, and ultra-high-net-worth families. The team focuses on protecting, growing, and transitioning wealth across generations, including planning around concentrated employer equity, tax planning, and portfolio construction. Investment implementation spans ETFs, mutual funds, fixed income, and select alternative/private vehicles, with custody commonly at Schwab or Fidelity.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RUSSELL WAYNE NORWOOD
Chief Executive Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #1552738
- Ownership
- 25% but less than 50%
GEORGE LAWSON CLARK
Financial Advisor, General Partner
- CRD
- #1012473
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
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Sarah Ambrose
Accounting Manager
- CRD
- --
Mike Banks
Chief Financial Officer
- CRD
- --
Showing 2 of 31 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,491,154,737 | $812,085 |
| Non-Discretionary | $90,095,487 | $351,935 |
| Total | $3,581,250,224 | $786,224 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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