# Ventana Private Wealth LLC

Ventana Private Wealth LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/ventana-private-wealth

## Regulatory record

- **CRD number:** 311878
- **SEC file number:** 801-127726
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311878

## About

VENTANA PRIVATE WEALTH LLC is an SEC-registered investment adviser in DENVER, CO, registered since 2023. The firm manages $159 million in assets, with $146 million on a discretionary basis. It has 3 employees and 2 investment advisers.

## Questions

### How does Ventana Private Wealth LLC source deal flow?

The firm's deal-sourcing model is undocumented. Without a website or public filings, no mechanism — whether proprietary networks, third-party referrals, or direct origination — can be attributed to the firm.

### Does Ventana Private Wealth LLC participate in fund commitments or only direct deals?

No information is available. The firm's investment approach, including whether it commits to external funds, co-invests directly, or acts solely as an advisor, is not publicly disclosed.

## Related profiles

- [Mission Financial Group](https://altss.com/profile/mission-financial-group-llc)
- [Meritage Wealth Management](https://altss.com/profile/meritage-wealth-management)

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Last updated: 2026-07-06T01:24:28.192Z

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