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| Ventana Private Wealth LLC
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|
|
|---|---|
| CRD # | 311878 |
| SEC # | 801-127726 |
| CIK # | |
| AUM | $158.6 M (2026-03-27) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 720-764-7200 |
| Address | 250 Fillmore Street Denver, CO 80206 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 1.5 |
| (b) Individuals (high net worth individuals) | 33 | 155.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 205 | 158.6 |
| By Discretionary | ||
| Discretionary | 203 | 146.4 |
| Non-Discretionary | 2 | 12.2 |
| Total | 205 | 158.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 158.6 | |
| Total | 205 | 158.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sankala Group LLC
✚
|
0.2 | |
|
Strivus Wealth Partners LLC
✚
|
FL | 0.2 |
|
Summitas Investment Management LLC
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|
0.2 | |
|
Beantown Financial Advisors LLC
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|
0.2 | |
|
BPC Advisors LLC
✚
|
NY | 0.2 |
|
Fc360 Wealth Management Inc
✚
|
CA | 0.2 |
|
Gilbert Capital Group Inc
✚
|
0.2 | |
|
Integral Financial Planning LLC
✚
|
0.2 | |
|
Harold W Dance Inc
✚
|
UT | 0.2 |
|
Clarus Group LLC
✚
|
NY | 0.2 |