Lefavi Wealth Management

Lefavi Wealth Management (CRD# 104961) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $350,429,746 in 1,153 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details

2323 Foothill Dr., Suite 100, Salt Lake City, UT 84109

https://www.instagram.com/lefaviwealth/

By the Numbers

Total Assets Under Management

350

MILLION
Total Number of Accounts

1,153

ACCOUNTS
Average Account Value

$303,929

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

Registered Investment Advisor

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 - 4 of 4 top financial advisors.

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 4 years of experience in the finance industry.

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 9 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.

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 10 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.

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 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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