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Lefavi Wealth Management, Inc.

● SEC registered since 2012CRD 104961SEC# 801-73029Salt Lake City, UT
Export (members)
Reg. AUM
$438.8M
Employees
5
Accounts
1,565
Location
Salt Lake City, UT

Lefavi Wealth Management, Inc. assets under management

Lefavi Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Salt Lake City, UT. The firm has been registered since 2012. It reports $438.8 million in regulatory assets under management and employs 5 people.
www.instagram.com/lefaviwealthView on SEC.gov ↗

Lefavi Wealth Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Jay Van Greenburg ControlDeputy Compliance OfficerUnder 5%2021
Stuart Enterline ControlPresident, Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Lefavi Wealth Management, Inc. manage?

Lefavi Wealth Management, Inc. reports $438.8 million in regulatory assets under management on its Form ADV.

How many employees does Lefavi Wealth Management, Inc. have?

Lefavi Wealth Management, Inc. reports 5 employees.

Where is Lefavi Wealth Management, Inc. located?

Lefavi Wealth Management, Inc. is based in Salt Lake City, UT and has been SEC-registered since 2012.

Does Lefavi Wealth Management, Inc. disclose fund performance?

Lefavi Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2323 Foothill Dr., Suite 100, Salt Lake City, UT 84109
Phone801-486-9000
Fax801-486-9058
Office hoursM - Th: 8:00 a.m. - 5:00p.m.; F: 8:00a.m. - 3:00p.m.
SEC regionDenver Regional Office (DRO)
CIK700145
Discloses disciplinary historyYes

Assets under management

Discretionary$438.8M
Non-discretionary$0
Total (RAUM)$438.8M