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| Keyboard |
| Lefavi Wealth Management Inc
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|---|---|
| CRD # | 104961 |
| SEC # | 801-73029 |
| CIK # | 0000700145 |
| AUM | 445.0 M (2026-03-25) |
| Employees | 5 (80% Investors, 80% Brokers) |
| Phone | 801-486-9000 |
| Address | 2323 Foothill Dr, Suite 100 Salt Lake City, UT 84109 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 413 | 97.2 |
| (b) Individuals (high net worth individuals) | 163 | 347.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 576 | 445.0 |
| By Discretionary | ||
| Discretionary | 576 | 445.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 576 | 445.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 445.0 | |
| Total | 576 | 445.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Osprey Private Wealth LLC
✚
|
NY | 448.4 M |
|
Hardin Capital Partners LLC
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SC | 447.8 M |
|
Beaton Management Co Inc
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MA | 445.7 M |
|
Mindset Wealth Management LLC
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IN | 445.5 M |
|
Ssb&T Wealth Management LLC
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|
TX | 445.1 M |
|
Stone Summit Wealth LLC
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|
443.6 M | |
|
Financial Freedom LLC
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OH | 443.2 M |
|
Members Advisory Group LLC
✚
|
NY | 443.2 M |
|
Spiegelman Wealth Management Inc
✚
|
CA | 443.0 M |
|
Templeton Financial Services Inc
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AZ | 441.8 M |