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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lefavi Wealth Management Inc
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|---|---|
| CRD # | 104961 |
| SEC # | 801-73029 |
| CIK # | 0000700145 |
| AUM | $438.8 M (2025-03-31) |
| Employees | 5 (80% Investors, 80% Brokers) |
| Phone | 801-486-9000 |
| Address | 2323 Foothill Dr, Suite 100 Salt Lake City, UT 84109 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 536 | 139.5 |
| (b) Individuals (high net worth individuals) | 110 | 299.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,565 | 438.8 |
| By Discretionary | ||
| Discretionary | 1,565 | 438.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,565 | 438.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 438.8 | |
| Total | 1,565 | 438.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pathway Financial Advisers LLC
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|
IN | 0.4 |
|
Cahill Wealth Management LLC
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|
MI | 0.4 |
|
Bemanaged Financial Services Inc
✚
|
MI | 0.4 |
|
McCollum Christoferson Group LLC
✚
|
NY | 0.4 |
|
WFA Asset Management Corp
✚
|
WI | 0.4 |
|
The Milwealth Group LLC
✚
|
WI | 0.4 |
|
Silverleafe Capital Partners LLC
✚
|
TN | 0.4 |
|
Denver Wealth Management Inc
✚
|
CO | 0.4 |
|
Family Financial Solutions Group LLC
✚
|
CO | 0.4 |
|
Rezny Wealth Management Inc
✚
|
FL | 0.4 |