Melissa Whitaker
Venturi Private Wealth · Oklahoma City, Oklahoma
Melissa Whitaker is a fee-only financial advisor at Venturi Private Wealth in Oklahoma City, Oklahoma. 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 | Oklahoma City, Oklahoma |
| 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 6014331 |
| Exams passed | Series 65 (2026) · Series 66 (2012) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.venturiwealth.com |
How Melissa'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 Melissa
Is Melissa Whitaker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Melissa 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 Melissa charge for financial advice?
Melissa's firm, Venturi Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Melissa Whitaker based?
Melissa Whitaker is based in Oklahoma City, Oklahoma.
Is Melissa Whitaker registered with the SEC?
Yes. Melissa Whitaker is registered as an investment adviser representative in OK (CRD 6014331), 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 Melissa Whitaker?
Through Melissa'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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