Ventana Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ventana Private Wealth LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm works with a relatively small client base, offering ongoing portfolio oversight and financial planning recommendations that clients may implement at their discretion.
Its investment approach is risk-based and grounded in Modern Portfolio Theory, with portfolios constructed across no-load mutual funds, ETFs, fixed income, equities, REITs, structured products, and private investment funds. Accounts are typically managed on a discretionary basis with regular reviews (generally quarterly) to keep allocations aligned with clients’ objectives and changing circumstances.
Noteworthy features include its small, owner-operated practice model with a modest number of client relationships and correspondingly larger average account sizes than many peers, and routine use of private investment funds and structured products that can present liquidity and valuation complexities. Operationally the firm recommends a single custodial platform, is often deemed to have custody due to its fee-handling practices and follows SLOA procedures where applicable, and it does not accept authority to vote client securities.
Client services
Expertise
Fee options
$0 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.55% $10,000,001+: 0.45%
Account minimum: $3,000,000 Fee-only: Fees based on assets under management; no additional fee for financial planning.
Main office
250 Fillmore Street, Suite 150
Denver CO 80206
Advisors at this office
2
Most active in
Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Quick links
Advisors at this firm
Amy B
CFP®, CFA®
Denver, CO
Ventana Private Wealth LLC
Amy Boyd is a CFP® and CFA® with 14 years of industry experience. She is the sole advisor at Ventana Private Wealth LLC, where she has worked since 2021. Prior to that, she held roles at Private Capital Management and Wagner Wealth Management. Ventana Private Wealth LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm manages a small client base with a risk-based investment approach grounded in Modern Portfolio Theory, utilizing a range of asset classes including mutual funds, ETFs, fixed income, equities, REITs, structured products, and private investment funds.
Matthew F
Series 63, Series 65
Denver, CO
Ventana Private Wealth LLC
Matthew Friel is a financial advisor at Ventana Private Wealth LLC in Denver, CO, holding Series 63 and Series 65 licenses. He has one year of experience in financial advising and previously worked in various roles at companies including H.M. Brown Automotive and Amazon. Ventana Private Wealth LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm focuses on risk-based portfolio construction using Modern Portfolio Theory and offers personalized service to a small client base, typically managing accounts on a discretionary basis with regular reviews.
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