Venturi Wealth Management, LLC

Texas
Registered In
08/17/2015
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

Venturi Wealth Management, LLC at 3600 N Capital Of Texas Hwy, Austin, Tx 78746 lists Russell W Norwood of The Hills, TX and George Clark of Austin, TX.

Registered In
Texas
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Company Type
Foreign Limited Liability Company (Llc)
Status
In Existence
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Paracorp Incorporated Registered Agent
14001 W HWY 29 STE 102, LIBERTY HILL, TX 78642
Russell W Norwood Manager
16 WATERFALL DR, THE HILLS, TX 78738
George Clark Manager
5702 BARKER RIDGE DR, AUSTIN, TX 78759
3600 N CAPITAL OF TEXAS HWY, AUSTIN, TX 78746 View Map

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Venturi Private Wealth
Austin, TX

Financial Information for Venturi Wealth Management, LLC

Form 5500

VENTURI WEALTH MANAGEMENT, LLC

3600 N Capital Of Texas Hwy Building B STE 100, Austin, Tx 78746 (512) 220-2035 EIN:47-4802503 Plan Admin:Kathy Smith
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2020 Plan NameVENTURI WEALTH MANAGEMENT, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY21 / 24 Assets BOY/EOY$564,667 / $969,246 2020 VENTURI WEALTH MANAGEMENT, LLC RETIREMENT TRUST - Plan #001 21 / 24 $564,667 / $969,246
2019 Plan NameVENTURI WEALTH MANAGEMENT, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY12 / 21 Assets BOY/EOY$252,457 / $564,667 2019 VENTURI WEALTH MANAGEMENT, LLC RETIREMENT TRUST - Plan #001 12 / 21 $252,457 / $564,667
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:

Texas Comptroller of Public Accounts U.S. Department of Labor
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