Vivek Jindal
Chief Investment OfficerVenturi Wealth Management, LLCCRD 6542274
About Vivek Jindal
Vivek Jindal is listed as Chief Investment Officer at Venturi Wealth Management, LLC in Boise, ID. Form ADV reports a beneficial ownership band of Under 5%. Vivek Jindal is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Venturi Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Vivek Jindal work?
Vivek Jindal is listed as Chief Investment Officer at Venturi Wealth Management, LLC on SEC Form ADV.
How much of Venturi Wealth Management, LLC does Vivek Jindal own?
Form ADV reports a beneficial ownership band of Under 5%.
Venturi Wealth Management, LLC
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
The Caprock Group, LLC
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |