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LEFILS WEALTH MANAGEMENT LLC
CRD 291681
161 E ROSE AVE, ORANGE CITY, FL, 32763, United States
Phone
386-775-6989
Fax
386-775-0272
Registration
— (—)
Source
State registered
Total AUM
$12.5M
Discretionary AUM
$12.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $7.9M |
All web addresses on file
Official SEC filing: View on IAPD