2.0 VENTURES ADVISER LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LEHI, Utah
CRD number
337324
Registered since
August 19, 2025

Firm profile

FINTRX

Overview

2.0 Ventures Adviser LLC is a small, limited liability company that functions primarily as an adviser to a single venture capital vehicle. The firm is SEC-registered (2025) and is owned by an individual. It does not describe itself as a multi-state adviser or a specialist pension consultant, and it is not flagged as an active ESG investor. Classification information is unclassified, and the firm’s business activity centers on managing and advising private venture capital commitments rather than running retail advisory programs. Investment activity is concentrated on private-company investing through its fund vehicle. That focus suggests the firm’s allocation interest is toward illiquid, growth-oriented opportunities where capital is deployed through direct equity, convertible securities or similar venture instruments. Given the single-fund profile, portfolio construction is likely concentrated and driven by deal-by-deal decisions rather than broad model-portfolio management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • William Metcalf

    CEO & Managing PartnerCRD 8147527

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LEHI, UT

UTAH

Location

LEHI, UT

Headquartered in LEHI, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
UTAH
Address
1557 W Innovation Way
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth