Lefavi Wealth Management

Lefavi Wealth Management (CRD# 104961) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $405,000,000 in 3,164 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    405
    MILLION
  • Total Number of Accounts
    3,164
    ACCOUNTS
  • Average Account Value
    $128,003
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, MO, MS, NV, NY, OR, PA, TX, UT, WA

Financial Advisors at Lefavi Wealth Management
Showing 1 - 7 of 7 top financial advisors.
1
Christopher W. Light
CRD#: 5000150
2323 Foothill Dr., Suite 100, Salt Lake City, UT 84109
93
Wealthminder
score

Christopher Light (CRD# 5000150) is an Investment Advisor Representative working at Lefavi Wealth Management in Salt Lake City, UT and has over 11 years of experience in the finance industry.

2
Benjamin J. Marshall
CRD#: 5278475
2323 Foothill Dr., Suite 100, Salt Lake City, UT 84109
93
Wealthminder
score

Benjamin Marshall (CRD# 5278475) is an Investment Advisor Representative working at Lefavi Wealth Management in Salt Lake City, UT and has over 10 years of experience in the finance industry.

3
Joel D. Slatter
CRD#: 4737214
2323 Foothill Dr., Suite 100, Salt Lake City, UT 84109
93
Wealthminder
score

Joel Slatter (CRD# 4737214) is an Investment Advisor Representative working at Lefavi Wealth Management in Salt Lake City, UT and has over 12 years of experience in the finance industry.

4
Stephen J. Pace
CRD#: 6120044
2323 Foothill Dr., Suite 100, Salt Lake City, UT 84109
90
Wealthminder
score

Stephen Pace (CRD# 6120044) is an Investment Advisor Representative working at Lefavi Wealth Management in Salt Lake City, UT and has over 4 years of experience in the finance industry.

5
Thomas J. Walk
CRD#: 6162350
2323 Foothill Dr., Suite 100, Salt Lake City, UT 84109
89
Wealthminder
score

Thomas Walk (CRD# 6162350) is an Investment Advisor Representative working at Lefavi Wealth Management in Salt Lake City, UT and has over 3 years of experience in the finance industry.

6
John D. Jaicks
CRD#: 2100233
2323 Foothill Dr., Suite 100, Salt Lake City, UT 84109
86
Wealthminder
score

John Jaicks (CRD# 2100233) is an Investment Advisor Representative working at Lefavi Wealth Management in Salt Lake City, UT and has over 26 years of experience in the finance industry.

7
Bruce A. Lefavi
CRD#: 1064893
2323 Foothill Dr., Suite 100, Salt Lake City, UT 84109
63
Wealthminder
score

Bruce Lefavi (CRD# 1064893) is an Investment Advisor Representative working at Lefavi Wealth Management in Salt Lake City, UT and has over 24 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.