Matthew Friel

Employer firm

Ventana Private Wealth LLC CRD 311878

$159M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2020 → 01/2022
  Nexthealth Technologies
  Denver, CO
• 01/2022 → 01/2026
  H.M. Brown Automotive
  Centennial, CO
• 01/2026 → Present
  Ventana Private Wealth Llc
  Denver, CO
• 04/2019 → 12/2019
  Chestnut Point Consulting
  Denver, CO
• 05/2018 → 03/2019
  Pioneer Landscape Centers
  Denver, CO
• 11/2016 → 05/2018
  Amazon
  Seattle, WA
• 04/2004 → 09/2016
  Johns Manville
  Denver, CO

Other Businesses

3131 Trust; Not investment-related; Private residence in Denver, CO 80238; Trust; Co-trustee; Start date: 6/28/2024; approximately 3 hours per month; 0 hours during securities trading hours; Oversee financial administration by reconciling the monthly transaction register with demand deposit and brokerage account statements, coordinating with CPAs and tax attorneys, paying professional service invoices and income taxes, and monitoring investment selections, including reinvestment of investment income.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-26
• S63 Uniform Securities Agent State Law Examination
  1999-03-31

Other Names

• Matt Friel