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- Custodian
- Fidelity/NFS ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-01-2005
- Office Locations
- 2
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.
Reported data analysis
What the numbers show
Between September 22, 2025 and August 31, 2026, reported AUM increased 12.7%, from $3.2B to $3.6B.
Across 5 reported observations, AUM increased 56.9% between September 12, 2022 and August 31, 2026, from $2.3B to $3.6B.
Of the latest reported AUM, 97.5% is discretionary and 2.5% is non-discretionary.
The firm reports 12 advisory representatives and 720 clients, or 60 clients per representative. That equates to $5.0M in reported AUM per client.
The profile lists 2 reported office locations and 21 years in operation. The source data was last updated on August 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Venturi Private Wealth record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GREGORY AARON BROWN
Co-President
- CRD
- #5276924
- Ownership
- 5% but less than 10%
WILLIAM GORDON GILBERT JR
Co-President
- CRD
- #2628415
- Ownership
- 5% but less than 10%
Showing 2 of 5 owners & executives
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Sarah Ambrose
Accounting Manager
- CRD
- --
RICHARD MICHAEL BANKS
Private Wealth Advisor
- CRD
- #6685610
Showing 2 of 29 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
SMA allocation detail is available
Venturi Private Wealth has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Venturi Private Wealth's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.