Juan Elias Valdes
Investment adviser representative at Venturi Private Wealth
11 yearsExperience
1 stateRegistered in
$3.6BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Venturi Private WealthJun 2026 to now
- Venturi Wealth Management, LLCJun 2026 to now
- University of Texas - StudentAug 2024 to May 2026
- Amherst CollegeJan 2023 to Jul 2024
- Amherst CollegeJan 2022 to Dec 2022
- N/aNov 2021 to Dec 2021
- Mcmahon ElementaryAug 2021 to Oct 2021
- Umass AmherstAug 2019 to Jul 2021
- Amherst CollegeJun 2018 to Jul 2019
- Amherst CollegeAug 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OK).
Venturi Private Wealth
Legal name: Venturi Wealth Management, LLC
$3.6BAssets managed
720Clients
20Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8303831
- Firm CRD
- 169576