Advisor at Wolf & Raven Private Wealth
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Firm
Wolf & Raven Private Wealth
Location
Aurora, CO
Credentials
Series 63, Series 66
Industry experience
8 years
Anthony Bettencourt is a financial advisor at Wolf & Raven Private Wealth with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab, Scottrade, and Vail Resorts prior to joining Wolf & Raven. Wolf & Raven Private Wealth provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, businesses, and qualified retirement plans. The firm combines institutional pension consulting with retail-style financial planning, emphasizing diversified portfolios aligned with modern portfolio theory and utilizing fundamental, technical, and Monte Carlo analysis methods.
Based on Wolf & Raven Private Wealth
Based on Wolf & Raven Private Wealth
$0 - $500,000: 1.50% annually $500,000.01 - $1,000,000: 1.25% annually $1,000,000.01+: 1.00% annually
$225 per hour (negotiable)
Aurora, CO
Colorado
Wolf & Raven Private Wealth Management LLC
2024 - Present (2 years)
Wolf & Raven Private Wealth Management LLC
2024 - Present (2 years)
Charles Schwab & Co., Inc.
2018 - Present (8 years)
Scottrade
2017 - 2018 (1 year)
Vail Resorts
2016 - 2017 (1 year)
Southpaw Builders
2016 - 2017 (1 year)
Fay Myers Motorcycle World
2016 - 2016 (1 year)
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Lawyer
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Real estate agent
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Other specialized services
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