A
Aventus Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Aventus Wealth Management LLC is a fee-only, registered investment adviser formed in 2025 that provides discretionary investment management and standalone or integrated financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. Services described in the brochure include investment analysis, strategic and tactical asset allocation, ongoing portfolio monitoring and rebalancing, and written financial plans delivered with a review meeting.
The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes diversified asset allocation implemented through a mix of passive and active strategies, with periodic rebalancing and at least quarterly reviews. Aventus may use third‑party model portfolios and outside managers available through a custodial model marketplace to support portfolio construction while retaining discretionary authority and the ability to tailor restrictions for clients.
Notable distinctions include the firm’s affiliation with an accounting/tax practice that can provide separate accounting and tax services, and the principal’s separate licensure to offer life insurance products—each disclosed as separate, potentially compensable activities. The brochure also highlights that Aventus periodically offers impersonal educational seminars and workshops and that it may select and use other advisers or model managers (absorbing any model-manager fees), practices that are less common among peers in this category.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
General tax planning
Fee options
Fixed fees for financial plans typically range from $2,000 to $10,000
1.50% annually
Account minimum: $250,000 Fee-only: Fixed fee for financial planning generally ranges from $2,000 to $10,000
Main office location
Aventus Wealth Management LLC
7400 E Arapahoe Rd, Ste. 120
Centennial CO 80112, United States
Number of offices
1
Most active in
Aventus Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
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
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