AVENTUS WEALTH MANAGEMENT LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
CENTENNIAL, Colorado
CRD number
338332
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Aventus Wealth Management LLC operates as a limited liability company offering advisory services centered on financial planning and portfolio management. The firm’s stated activities cover individual and small-business portfolio management, management for businesses or institutions, selection of other advisers and delivery of educational seminars and workshops. That mix suggests the firm positions itself both as a direct advisor to end clients and as a capital allocator that sources or supervises third‑party managers. The firm charges clients using a mix of percentage‑of‑AUM and fixed fees and lists affiliations with an accounting firm and an insurance company, which may support cross‑disciplinary planning and risk‑transfer services. Aventus is not identified as an active ESG investor, is not designated a multi‑state adviser, and does not list pension consulting or related‑adviser designations.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • William Kulick

    Owner & CCOCRD 8152194

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CENTENNIAL, CO

ARAPAHOE

Location

CENTENNIAL, CO

Headquartered in CENTENNIAL, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
ARAPAHOE
Address
7400 E Arapahoe Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth