Lefavi Wealth Management

Lefavi Wealth Management (CRD# 104961) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $383,048,117 in 1,234 accounts and serve the financial needs of clients across 8 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
    383
    MILLION
  • Total Number of Accounts
    1,234
    ACCOUNTS
  • Average Account Value
    $310,412
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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.

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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