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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 22, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOYD, AMY, LEA | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BOYD, AMY, LEA | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BOYD, AMY, LEA | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BOYD, AMY, LEA | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BOYD, AMY, LEA | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BOYD, AMY, LEA | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BOYD, AMY, LEA | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BOYD, AMY, LEA | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BOYD, AMY, LEA | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BOYD, AMY, LEA | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BOYD, AMY, LEA | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 22, 2025 REGISTERED
Notice Filings (1)
CO
Address
250 FILLMORE STREETSUITE 150
DENVER, CO 80206
United States
Phone: (720) 764-7200