VENTANA PRIVATE WEALTH LLC

250 Fillmore Street
Suite 150
Denver, Colorado 80206
Tel: (720) 764-7200

About VENTANA PRIVATE WEALTH LLC

VENTANA PRIVATE WEALTH LLC, formally registered with the SEC as VENTANA PRIVATE WEALTH LLC. The firm was established in 04/21/2023. They have over 1 offices throughout the country.

VENTANA PRIVATE WEALTH LLC is a Denver, Colorado based Financial Planning firm with nearly $144,780,000 assets under management, offering retirement planning & investment advisory services to 192 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311878
SEC#	801-127726
Assets Managed by Firm	$144,780,000
No. of Clients	192
No. of Advisors	1

Fee Structure

A percentage of AUM

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	192	$144,780,000
Individuals (other than high net worth individuals)	3	$1,300,000
High net worth individuals	30	$137,588,000
Charitable organizations	2	$5,892,000

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