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MIFI WEALTH, LLC
CRD 149291 · SEC 801-70032
2028 17TH STREET, BOULDER, CO, 80302, United States
Phone
303-449-6125
Fax
303-449-6126
Registration
— (—)
Source
State registered
Total AUM
$66.3M
Discretionary AUM
$66.3M
Team
4 total employees; 4 advisory reps; 54 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $12.5M |
| High net worth individuals | 20 | $53.8M |
All web addresses on file
Official SEC filing: View on IAPD