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LEFAVI WEALTH MANAGEMENT
LEFAVI WEALTH MANAGEMENT, INC.
CRD 104961 · SEC 801-73029
2323 FOOTHILL DR., SUITE 100, SALT LAKE CITY, UT, 84109, United States
Phone
801-486-9000
Fax
801-486-9058
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$445.0M
Discretionary AUM
$445.0M
Team
5 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 413 | $97.2M |
| High net worth individuals | 163 | $347.8M |
States served
AZ, CA, ID, OR, UT, WY, TX
All web addresses on file
Official SEC filing: View on IAPD