CRD: 311878
Ventana Private Wealth LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-14-2021
- Office Locations
- 1
Office Locations
About Ventana Private Wealth LLC
Ventana Private Wealth is a Denver-based, 100% employee-owned, fee-only fiduciary boutique serving select families, individuals, foundations, and institutions. The firm builds endowment-style, multi-asset portfolios combining public stocks and bonds with carefully selected alternative and private investments, using both active and passive strategies. Ventana also provides comprehensive financial planning and consulting, with custody options including Schwab.
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Owner & Executives
AMY LEA BOYD
Chief Compliance Officer, Founder, Managing Member, PRINCIPAL
- CRD
- #2978511
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MATTHEW FRIEL
--
- CRD
- #3170453
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,441,000 | $721,384 |
| Non-Discretionary | $12,200,000 | $6,100,000 |
| Total | $158,641,000 | $773,859 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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