VENTANA PRIVATE WEALTH LLC

Overview

Ventana Private Wealth LLC is an independent registered investment adviser that provides financial planning and portfolio management to individuals and small businesses. The firm charges fees based on a percentage of assets under management and is owned by an individual principal. It registered with the SEC in 2023 and identifies its client base as individual and family households rather than institutional or pension clients. Ventana does not present itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices