VENTANA PRIVATE WEALTH LLC
  • VENTANA PRIVATE WEALTH LLC

Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 04/21/2023
Other registrations (4)
Former registrations

VENTANA PRIVATE WEALTH LLC

ADV Location DENVER, CO, United States
Contact Info (72 xxxxxxx
Websites
AUM* 158,641,000 25%
of that, discretionary 146,441,000 17%
Number of Employees 3 200%
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 773,859 -6%
% High Net Worth 89.19% 17%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

146M 126M 105M 84M 63M 42M 21M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary