VENTANA PRIVATE WEALTH LLC

CRD 311878 · SEC 801-127726

250 FILLMORE STREET, SUITE 150, DENVER, CO, 80206, United States

Phone

(720) 764-7200

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$158.6M

Discretionary AUM

$146.4M

Team

3 total employees; 2 advisory reps

Clients

11-25

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

Services

Financial planningPortfolio management (individuals)

Type	Clients	AUM
High net worth individuals	33	$155.8M

Official SEC filing: View on IAPD