Ventana Private Wealth LLC
● SEC registered since 2023CRD 311878SEC# 801-127726Denver, CO
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.
Ventana Private Wealth LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Lea Boyd Control | Founder, Principal, Cco, Managing Member | Over 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
| Address | 250 Fillmore Street, Suite 150, Denver, CO 80206 |
| Phone | (720) 764-7200 |
| Fax | N/A |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$158.6M▲ 10%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$158.6Mregulatory AUM
Discretionary $146.4MNon-discretionary $12.2M