Lefavi Wealth Management

Lefavi Wealth Management (CRD# 104961) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $302,469,101 in 1,482 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    302
    MILLION
  • Total Number of Accounts
    1,482
    ACCOUNTS
  • Average Account Value
    $204,095
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, FL, ID, NV, OR, TN, TX, UT, WA

Financial Advisors at Lefavi Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Stuart Enterline
CRD#: 6828729
2323 Foothill Dr., Suite 100, Salt Lake City, UT 84109

Stuart Enterline (CRD# 6828729) is an Investment Advisor Representative working at Lefavi Wealth Management in Salt Lake City, UT and has over 2 years of experience in the finance industry.

2
Zachary P. Ertel
CRD#: 5423708
2323 Foothill Dr., Suite 100, Salt Lake City, UT 84109

Zachary Ertel (CRD# 5423708) is an Investment Advisor Representative working at Lefavi Wealth Management in Salt Lake City, UT and has over 13 years of experience in the finance industry.

3
Jay V. Greenburg
CRD#: 6153353
2323 Foothill Dr., Suite 100, Salt Lake City, UT 84109

Jay Greenburg (CRD# 6153353) is an Investment Advisor Representative working at Lefavi Wealth Management in Salt Lake City, UT and has over 7 years of experience in the finance industry. Jay Greenburg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jeffrey C. Kemp
CRD#: 5986765
2323 Foothill Dr., Suite 100, Salt Lake City, UT 84109

Jeffrey Kemp (CRD# 5986765) is an Investment Advisor Representative working at Lefavi Wealth Management in Salt Lake City, UT and has over 9 years of experience in the finance industry. Jeffrey Kemp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Bruce A. Lefavi
CRD#: 1064893
2323 Foothill Dr., Suite 100, Salt Lake City, UT 84109

Bruce Lefavi (CRD# 1064893) is an Investment Advisor Representative working at Lefavi Wealth Management in Salt Lake City, UT and has over 27 years of experience in the finance industry.

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