Matthew Friel
Investment adviser representative at Ventana Private Wealth LLC
10 yearsExperience
1 stateRegistered in
$158.6MFirm assets
3 yearsFirm in business
Are you Matthew Friel? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Ventana Private Wealth LLCJan 2026 to now
- H.M. Brown AutomotiveJan 2022 to Jan 2026
- Nexthealth TechnologiesJan 2020 to Jan 2022
- Chestnut Point ConsultingApr 2019 to Dec 2019
- Pioneer Landscape CentersMay 2018 to Mar 2019
- AmazonNov 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
Ventana Private Wealth LLC
$158.6MAssets managed
33Clients
2Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3170453
- Firm CRD
- 311878