Juan Valdes
Venturi Private Wealth · Boise, Idaho
Juan Valdes is a fee-only financial advisor at Venturi Private Wealth in Boise, Idaho. Venturi Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Venturi Private Wealth |
|---|---|
| Based in | Boise, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.58B across 4,555 accounts |
| SEC registration | Investment adviser representative in OK · CRD 8303831 |
| Exams passed | Series 65 (2026) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.venturiwealth.com |
How Juan's firm compares
- Venturi Private Wealth's average account is about $786,000, from its Form ADV (assets managed divided by 4,555 accounts).
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Questions about Juan
Is Juan Valdes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Juan holds no broker registration, and Venturi Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Juan charge for financial advice?
Juan's firm, Venturi Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Juan Valdes based?
Juan Valdes is based in Boise, Idaho.
Is Juan Valdes registered with the SEC?
Yes. Juan Valdes is registered as an investment adviser representative in OK (CRD 8303831), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Venturi Private Wealth manage?
Venturi Private Wealth reports $3.58B across 4,555 accounts in assets under management.
How do I contact Juan Valdes?
Through Juan's website, www.venturiwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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