Lefavi Wealth Management

Lefavi Wealth Management (CRD# 104961) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $352,780,587 in 1,229 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    353
    MILLION
  • Total Number of Accounts
    1,229
    ACCOUNTS
  • Average Account Value
    $287,047
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, NH, OR, TX, UT, WY

Financial Advisors at Lefavi Wealth Management
No Advisor Found.
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