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Infinity Wealth Counsel, LLC

● SEC registered since 2022CRD 171959SEC# 801-126090Loveland, OH
Export (members)
Reg. AUM
$132.6M
Employees
3
Accounts
360
Location
Loveland, OH

Infinity Wealth Counsel, LLC assets under management

Infinity Wealth Counsel, LLC is a registered investment adviser overseen by the SEC based in Loveland, OH. The firm has been registered since 2022. It reports $132.6 million in regulatory assets under management and employs 3 people.
www.infinitywealthcounsel.comView on SEC.gov ↗

Infinity Wealth Counsel, LLC owners & executives

2 reported
NameTitleOwnershipSince
Christopher Robert Oberholzer ControlPresident, Managing MemberOver 75%2014
Matthew J. Oberholzer ControlChief Compliance OfficerUnder 5%2023

Frequently asked questions

How much does Infinity Wealth Counsel, LLC manage?

Infinity Wealth Counsel, LLC reports $132.6 million in regulatory assets under management on its Form ADV.

How many employees does Infinity Wealth Counsel, LLC have?

Infinity Wealth Counsel, LLC reports 3 employees.

Where is Infinity Wealth Counsel, LLC located?

Infinity Wealth Counsel, LLC is based in Loveland, OH and has been SEC-registered since 2022.

Does Infinity Wealth Counsel, LLC disclose fund performance?

Infinity Wealth Counsel, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address433 West Loveland Ave, Suite 100, Loveland, OH 45140
Phone513-563-3500
Fax513-258-0684
Office hours8:30 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$129.3M
Non-discretionary$3.3M
Total (RAUM)$132.6M