AVENTUS WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- CENTENNIAL, Colorado
- CRD number
- 338332
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Aventus Wealth Management LLC operates as a limited liability company offering advisory services centered on financial planning and portfolio management. The firm’s stated activities cover individual and small-business portfolio management, management for businesses or institutions, selection of other advisers and delivery of educational seminars and workshops. That mix suggests the firm positions itself both as a direct advisor to end clients and as a capital allocator that sources or supervises third‑party managers. The firm charges clients using a mix of percentage‑of‑AUM and fixed fees and lists affiliations with an accounting firm and an insurance company, which may support cross‑disciplinary planning and risk‑transfer services. Aventus is not identified as an active ESG investor, is not designated a multi‑state adviser, and does not list pension consulting or related‑adviser designations.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1William Kulick
Owner & CCOCRD 8152194
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CENTENNIAL, CO
ARAPAHOE
Location
CENTENNIAL, CO
Headquartered in CENTENNIAL, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- ARAPAHOE
- Address
- 7400 E Arapahoe Rd
- Time zone
- MT (UTC-7)
- Office locations
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