Colorado Springs, CO Hidden Pool Heights Office
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Advenire Wealth Management
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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.
Based on Advenire Wealth Management
Expertise
Based on Advenire Wealth Management
Occupation focus
Based on Advenire Wealth Management
Location
10855 Hidden Pool Heights, Suite 330
Colorado Springs CO 80908
Advisors at this office
2
Advisors at this office
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, with three years of industry experience. She holds Series 63 and Series 65 licenses and has operated Kelly Ikenberry Coaching since 2009. Advenire Wealth Management serves high-net-worth individuals, families, trusts, small businesses, and retirement plans, focusing on strategic asset allocation and long-term portfolios. The firm offers wealth management, financial planning, pension consulting, and specialized services such as real estate and 1031 exchange consulting.
Antonia V
Series 65, Series 66
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. Her prior roles include positions at T. Rowe Price Advisory Services and Waddell & Reed. She took a career break as a stay-at-home mother from 2014 to 2022. Advenire Wealth Management serves high-net-worth individuals, families, trusts, small businesses, and retirement plans, providing wealth management, discretionary portfolio management, financial planning, pension consulting, and real estate/1031 exchange consulting. The firm’s investment approach centers on strategic asset allocation and long-term, asset-class-driven portfolios using ETFs, mutual funds, select securities, and specialized solutions including private funds and alternatives.
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