VENTANA PRIVATE WEALTH LLC

VENTANA PRIVATE WEALTH LLC of DENVER, CO is an SEC-registered investment adviser (CRD 311878). Regulatory assets under management: $158.6M.

Registration

• CRD: 311878
• SEC file number: 801-127726
• Type: Registered investment adviser
• Location: 250 FILLMORE STREET, SUITE 150, DENVER, CO, 80206
• Phone: (720) 764-7200
• Latest filing: 2026-03-27
• Regulatory AUM: $158.6M
• Discretionary AUM: $146.4M
• Non-discretionary AUM: $12.2M
• Clients: 3
• Accounts: 205

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311878 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search