VENTANA PRIVATE WEALTH LLC
CRD #311878 SEC #801-127726 DENVER, CO (720) 764-7200
SEC Registered
Total AUM
$144.8M
Discretionary
$130.2M
Employees
1
Clients
25
Accounts
192
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $144.8M | $130.2M | $14.6M | 1 | 0 |
| Feb 2024 | $127.2M | $125M | $2.2M | 1 | 0 |
| Apr 2023 | $117M | $113.9M | $3.1M | 1 | 0 |
| Mar 2023 | $117M | $113.9M | $3.1M | 1 | 0 |
| Apr 2021 | $71M | $58.4M | $12.6M | 1 | 0 |
| Apr 2021 | $71M | $58.4M | $12.6M | 1 | 0 |
| Mar 2021 | $0 | $0 | $0 | 1 | 0 |
| Jan 2021 | $0 | $0 | $0 | 1 | 0 |
| Dec 2020 | $0 | $0 | $0 | 1 | 0 |
| Dec 2020 | $0 | $0 | $0 | 1 | 0 |
DateJan 2025
Total AUM$144.8M
Discretionary$130.2M
Non-Disc.$14.6M
Employees1
Clients0
DateFeb 2024
Total AUM$127.2M
Discretionary$125M
Non-Disc.$2.2M
Employees1
Clients0
DateApr 2023
Total AUM$117M
Discretionary$113.9M
Non-Disc.$3.1M
Employees1
Clients0
DateMar 2023
Total AUM$117M
Discretionary$113.9M
Non-Disc.$3.1M
Employees1
Clients0
DateApr 2021
Total AUM$71M
Discretionary$58.4M
Non-Disc.$12.6M
Employees1
Clients0
DateApr 2021
Total AUM$71M
Discretionary$58.4M
Non-Disc.$12.6M
Employees1
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0