|
⚲
|
| Lefavi Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 104961 |
| SEC # | 801-73029 |
| CIK # | |
| AUM | $352.8 MM (2023-03-29) |
| Employees | 5 (80% Investors, 80% Brokers) |
| Phone | 801-486-9000 |
| Address | 2323 Foothill Dr, Suite 100 Salt Lake City, UT 84109 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 409 | 122.2 |
| (b) Individuals (high net worth individuals) | 89 | 230.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,229 | 352.8 |
| By Discretionary | ||
| Discretionary | 1,229 | 352.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,229 | 352.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 352.8 | |
| Total | 1,229 | 352.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Juncture Asset Management LLC
✚
|
AZ | 0.4 |
|
MKT Advisors LLC
✚
|
CA | 0.4 |
|
Lloyd Capital LLC
✚
|
0.4 | |
|
Amicus Financial Advisors LLC
✚
|
TX | 0.4 |
|
Envision Capital Management Inc
✚
|
CA | 0.4 |
|
Alpha Financial Advisors LLC
✚
|
VA | 0.4 |
|
Dentgroup LLC
✚
|
LA | 0.4 |
|
Mosaic Advisors LLC
✚
|
TX | 0.4 |
|
Action Point Financial Planning LLC
✚
|
MI | 0.4 |
|
Carl P Sherr & Co LLC
✚
|
MA | 0.4 |