Lefils Wealth Management LLC

Lefils Wealth Management LLC (CRD# 291681) is a financial advisory firm headquartered in Orange City, FL. They manage $5,446,091 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $187,796
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Lefils Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Bernard J. Lefils
CRD#: 6889612
161 E Rose Ave, Orange City, FL 32763

Bernard Lefils (CRD# 6889612) is an Investment Advisor Representative working at Lefils Wealth Management LLC in Orange City, FL and has over 6 years of experience in the finance industry.

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