Advenire Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides wealth management, discretionary portfolio management, financial planning, pension consulting and real‑estate/1031 consulting to individuals, families, trusts, small businesses and retirement plans. Most clients are high‑net‑worth households—many are entrepreneurs, real estate investors or busy professionals—and services can be delivered as ongoing wealth management or standalone planning and wellness engagements.
Investment approach emphasizes strategic asset allocation and long‑term, asset‑class-driven portfolios constructed with ETFs, mutual funds and select securities, with tailored Investment Policy Statements and periodic rebalancing. The firm also uses a range of alternatives and specialized solutions—including private funds, interval funds, structured notes and, in limited cases, cryptocurrency exposure—and manages held‑away retirement accounts through a third‑party platform to facilitate oversight without taking custody.
What is distinctive about this adviser is that some representatives are licensed insurance agents and the firm sources life insurance, annuities and other insurance solutions through brokerage general agencies, which can result in commission compensation that the firm discloses and seeks to mitigate. The firm also solicits private fund investments in which firm principals may have economic interests, and it provides transactional and consulting services for real estate and 1031 exchanges, all of which create potential conflicts that are addressed in client disclosures.
Client services
Expertise
Occupation focus
Fee options
$0 - $5,000,000: 1.50% annually $5,000,001 - $10,000,000: 1.25% annually $10,000,001+: 1.00% annually
$250 to $500 per hour for Financial Fine Tuning and Financial Wellness Visits
Financial Planning fees range from $5,000 to $25,000 annually on a retainer basis; monthly fees also possible for Financial Wellness services
Account minimum: $500,000
Main office
See office10855 Hidden Pool Heights, Suite 330
Colorado Springs CO 80908
Advisors at this office
2
Offices (2)
Most active in
Colorado
Also doing business as
Advenire Wealth Management · Advenire Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Kelly I
Series 63, Series 65
Colorado Springs, CO
Advenire Wealth Management
Kelly Ikenberry is a financial advisor at Advenire Wealth Management in Colorado Springs, CO, holding Series 63 and Series 65 licenses with two years of industry experience. She has been operating Kelly Ikenberry Coaching since 2009. Advenire Wealth Management provides wealth management, financial planning, pension consulting, and real estate/1031 exchange consulting for individuals, families, trusts, small businesses, and other organizations, focusing primarily on high-net-worth clients. The firm employs a long-term, asset-class investment approach with diversified portfolios and integrates financial planning through a values-based, life-centered process.
Earl V
CFP®, Series 66
Colorado Springs, CO
Advenire Wealth Management
Earl Vaughn III is a CFP® professional with 14 years of industry experience, currently serving at Advenire Wealth Management in Colorado Springs, CO. His prior experience includes roles at Bauer Wealth Management, Altruistic Investing, and Strategic Financial Partners. Advenire Wealth Management offers wealth management, discretionary portfolio management, and financial planning services primarily to high-net-worth individuals, families, and small businesses. The firm emphasizes strategic asset allocation and long-term, asset-class-driven portfolios using a variety of investment vehicles, along with specialized solutions such as private funds and real estate consulting.
Antonia V
Series 66, Series 65
Colorado Springs, CO
Advenire Wealth Management
Antonia Vaughn is a financial advisor at Advenire Wealth Management in Colorado Springs, CO, holding Series 65 and Series 66 licenses with four years of industry experience. Prior to joining Advenire Wealth Management in 2022, she was a stay-at-home mother for eight years. Advenire Wealth Management provides wealth management, discretionary portfolio management, financial planning, pension consulting, and real estate/1031 consulting services to high-net-worth individuals, families, trusts, small businesses, and retirement plans. The firm focuses on strategic asset allocation and long-term, asset-class-driven portfolios using ETFs, mutual funds, and select securities, with tailored investment policies and periodic rebalancing.
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