VENTANA PRIVATE WEALTH LLC
SEC Form ADV profile.
Total regulatory AUM
$158,641,000
Discretionary
$146,441,000
Non-discretionary
$12,200,000
Firm details
- CRD number
- 311878
- SEC file number
- 801-127726
- Main office
- DENVER, CO, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of November 2026.