Kent Mitchell
Venturi Private Wealth · Boise, Idaho
Kent Mitchell 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 TX · CRD 4678958 |
| Exams passed | Series 63 (2004) · Series 65 (2010) |
| Firm size | 28 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.venturiwealth.com |
| Profile |
How Kent'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 Kent
Is Kent Mitchell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kent 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 Kent charge for financial advice?
Kent's firm, Venturi Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kent Mitchell based?
Kent Mitchell is based in Boise, Idaho.
Is Kent Mitchell registered with the SEC?
Yes. Kent Mitchell is registered as an investment adviser representative in TX (CRD 4678958), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
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 Kent Mitchell?
Through Kent'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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