Ventana Private Wealth LLC
Ventana Private Wealth LLC is an SEC-registered wealth manager in Denver, CO with $158.6M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Ventana Private Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311878, SEC 801-127726, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $158.6M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Denver, CO
- Employees
- 3
- Clients
- 33
- CRD
- 311878
- Ownership
- BOYD, AMY, LEA
How much AUM does Ventana Private Wealth LLC have?
Ventana Private Wealth LLC reported $158.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Ventana Private Wealth LLC?
Disclosed owners and executives of Ventana Private Wealth LLC include BOYD, AMY, LEA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.