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Ventana Private Wealth LLC

● SEC registered since 2023CRD 311878SEC# 801-127726Denver, CO
Export (members)
Reg. AUM
$158.6M
Employees
3
Accounts
205
Location
Denver, CO

Ventana Private Wealth LLC assets under management

Ventana Private Wealth LLC operates as an SEC-registered investment adviser based in Denver, CO. The firm has been registered since 2023. It reports $158.6 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/ventana-private-wealthView on SEC.gov ↗

Ventana Private Wealth LLC owners & executives

1 reported
NameTitleOwnershipSince
Amy Lea Boyd ControlFounder, Principal, Cco, Managing MemberOver 75%2020

Frequently asked questions

How much does Ventana Private Wealth LLC manage?

Ventana Private Wealth LLC reports $158.6 million in regulatory assets under management on its Form ADV.

How many employees does Ventana Private Wealth LLC have?

Ventana Private Wealth LLC reports 3 employees.

Where is Ventana Private Wealth LLC located?

Ventana Private Wealth LLC is based in Denver, CO and has been SEC-registered since 2023.

Does Ventana Private Wealth LLC disclose fund performance?

Ventana Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address250 Fillmore Street, Suite 150, Denver, CO 80206
Phone(720) 764-7200
FaxN/A
Office hours8:00a.m. - 5:00p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$146.4M
Non-discretionary$12.2M
Total (RAUM)$158.6M