Overview
Assets Under Management: $145 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 30
Average Client Assets: $5 million
Frequently Asked Questions
VENTANA PRIVATE WEALTH LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #311878), VENTANA PRIVATE WEALTH LLC is subject to fiduciary duty under federal law.
VENTANA PRIVATE WEALTH LLC is headquartered in DENVER, CO.
VENTANA PRIVATE WEALTH LLC serves 30 high-net-worth clients according to their SEC filing dated January 22, 2025. View client details ↓
According to their SEC Form ADV, VENTANA PRIVATE WEALTH LLC offers financial planning and portfolio management for individuals. View all service details ↓
VENTANA PRIVATE WEALTH LLC manages $145 million in client assets according to their SEC filing dated January 22, 2025.
According to their SEC Form ADV, VENTANA PRIVATE WEALTH LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.03
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 192
Discretionary Accounts: 183
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 311878
Last Filing Date: 2025-01-22 00:00:00
Website: https://ventanaprivatewealth.com