A complete list of active advisors currently associated with Aventus Wealth Management LLC
Warmer can help you find a great advisor at Aventus Wealth Management LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Aventus Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Centennial, CO
| 0
|
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