Venturi Private Wealth
- Joey SagerVenturi Managing Director Oklahoma City · Company website
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
What they do
Venturi Private Wealth has joined Caprock, a fee-only fiduciary wealth management firm serving high-net-worth families with complex wealth. Venturi clients keep their same advisors and service team, and the Oklahoma City office continues as part of Caprock.
From the company's website. Industry: Finance and insurance.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Venturi Private Wealth this business | $1.1M | — |
| Hub International Oklahoma City | $815K | 0.0 mi |
| USI Insurance Services Oklahoma City | $1.6M | 0.1 mi |
| Globe Life Marketing Services Oklahoma City | $815K | 0.6 mi |
| COURTESY INSURANCE AGENCY OF OKLAHOMA, LLC Oklahoma City · 11 employees | $10.4M | 1.2 mi |
| LOCKE INSURANCE INC Oklahoma City · 1 employees | $285K | 1.2 mi |
| 7-ELEVEN / SUNOCO #41436 Yukon | $1.1M | 1.2 mi |
The full calculation
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $1.3M |
| Multiple for this size and industry | 3× |
| Value range | $435K – $2.1M |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Finance and insurance businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.
| Revenue range | $441K – $1.4M |
| EBITDA range | $181K – $585K |
| Industry (NAICS) | Finance and insurance (52) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Venturi Private Wealth
Venturi Private Wealth is a finance and insurance company in Oklahoma City, Oklahoma, in business since 2019. It is owned by Russ Norwood (Co-Founder & CEO). Its estimated annual revenue is about $1.1M, with roughly $435K of EBITDA. Its estimated business value is $1.3M (likely range $435K–$2.1M).
Common questions
- Who owns Venturi Private Wealth?
- Venturi Private Wealth is owned by Russ Norwood (Co-Founder & CEO), according to public sources such as the company's website or filings.
- How much revenue does Venturi Private Wealth make?
- SeeBITDA estimates Venturi Private Wealth's annual revenue at about $1.1M (likely between $441K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Venturi Private Wealth worth?
- About $1.3M, roughly 3× its estimated EBITDA of $435K, typical for a finance and insurance company its size. Likely range: $435K–$2.1M.
- When was Venturi Private Wealth founded?
- Venturi Private Wealth has been in business since 2019.