Dewayne
Crunk
Venturi Private Wealth
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About this Advisor
Dewayne Crunk is a financial advisor operating in Oklahoma City, Oklahoma with 5 years of industry experience. Crunk is on the advisory team at Venturi Private Wealth. Throughout their career, they have worked at Rbc Capital Markets Corp, Wells Fargo Advisors, Wells Fargo Clearing Services, LLC and Venturi Wealth Management, LLC. Crunk has Series 63 and Series 66 licenses, which qualify them as a securities representative, and can work in Texas. Venturi Private Wealth is a registered investment firm headquartered in Austin, TX. The investment advisory business has a total of 32 people on staff. It manages $2 billion in assets under management across its 3,588 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 18 charities and foundations. Of its 3,588 accounts, 69% are associated with high-net-worth clients who have more than $1 million in investable assets. Venturi Private Wealth performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on the type of services provided. However, fee types charged by Venturi Private Wealth likely consist of any blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Venturi Private Wealth Brokerage Details
$1,973,168,667
32
3,588
$549,936
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
Dewayne Crunk Work History
Dewayne has been registered as a financial advisor for 5 years.*
Venturi Wealth Management, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors
Rbc Capital Markets Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dewayne Crunk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Venturi Private Wealth
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Oklahoma City, OK
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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