LEFAVI WEALTH MANAGEMENT, INC.
Doing business as LEFAVI WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$444,990,856
Discretionary
$444,990,856
Non-discretionary
$0
Firm details
- CRD number
- 104961
- SEC file number
- 801-73029
- Main office
- SALT LAKE CITY, UT, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.