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Advisor

Nicholas Zinsmeyer

Venturi Private Wealth · Boise, Idaho

Nicholas Zinsmeyer 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.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmVenturi 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 8179753
Exams passedSeries 65 (2026)
Firm size28 employees
Disclosures None reported
Websitewww.venturiwealth.com

How Nicholas's firm compares

  • Venturi Private Wealth's average account is about $786,000, from its Form ADV (assets managed divided by 4,555 accounts).

What fee-only advisors charge in Idaho

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Questions about Nicholas

Is Nicholas Zinsmeyer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nicholas 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 Nicholas charge for financial advice?

Nicholas's firm, Venturi Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Nicholas Zinsmeyer based?

Nicholas Zinsmeyer is based in Boise, Idaho.

Is Nicholas Zinsmeyer registered with the SEC?

Yes. Nicholas Zinsmeyer is registered as an investment adviser representative in TX (CRD 8179753), 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 Nicholas Zinsmeyer?

Through Nicholas'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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