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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Ventana Private Wealth LLC
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|---|---|
| CRD # | 311878 |
| SEC # | 801-127726 |
| CIK # | |
| AUM | $144.8 M (2025-01-22) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 720-764-7200 |
| Address | 250 Fillmore Street Denver, CO 80206 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3 | 1.3 |
| (b) Individuals (high net worth individuals) | 30 | 137.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 5.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 192 | 144.8 |
| By Discretionary | ||
| Discretionary | 183 | 130.2 |
| Non-Discretionary | 9 | 14.6 |
| Total | 192 | 144.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 144.8 | |
| Total | 192 | 144.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Vannoy Advisory Group Inc
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|
TX | 0.1 |
|
Financial Planning Services Inc
✚
|
FL | 0.1 |
|
South Cove Financial LLC
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0.1 | |
|
Las Marias Consulting LLC
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|
0.1 | |
|
Timmons Wealth Management LLC
✚
|
MA | 0.1 |
|
Meridian Wealth Advisors LLC
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|
NM | 0.1 |
|
Trinity Capital Management LLC
✚
|
CA | 0.1 |
|
Ean Equity Financial Services LLC
✚
|
0.1 | |
|
Portfolio Management LLC
✚
|
TX | 0.1 |
|
Patrick Financial Group LLC
✚
|
MI | 0.1 |