Skip to main content

EC VENTURES V LLC

Doing business as EXCEPTIONAL WEALTH & FAMILY OFFICE. SEC Form ADV profile.

Total regulatory AUM
$292,181,992
Discretionary
$292,181,992
Non-discretionary
$0

Firm details

CRD number
340444
SEC file number
801-135545
Main office
COLORADO SPRINGS, CO, United States
Employees
8
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of November 2026.