Infinity Wealth Counsel, LLC
● SEC registered since 2022CRD 171959SEC# 801-126090Loveland, OH
Reg. AUM
$151.9M
Employees
4
Accounts
422
Location
Loveland, OH
Infinity Wealth Counsel, LLC assets under management
Infinity Wealth Counsel, LLC is a registered investment adviser overseen by the SEC based in Loveland, OH. The firm has been registered since 2022. It reports $151.9 million in regulatory assets under management and employs 4 people.
Infinity Wealth Counsel, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Robert Oberholzer Control | President, Managing Member | Over 75% | 2014 |
| Matthew J. Oberholzer Control | Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does Infinity Wealth Counsel, LLC manage?
Infinity Wealth Counsel, LLC reports $151.9 million in regulatory assets under management on its Form ADV.
How many employees does Infinity Wealth Counsel, LLC have?
Infinity Wealth Counsel, LLC reports 4 employees.
Where is Infinity Wealth Counsel, LLC located?
Infinity Wealth Counsel, LLC is based in Loveland, OH and has been SEC-registered since 2022.
Does Infinity Wealth Counsel, LLC disclose fund performance?
Infinity Wealth Counsel, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 433 West Loveland Ave, Suite 100, Loveland, OH 45140 |
| Phone | 513-563-3500 |
| Fax | 513-258-0684 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$151.9M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$151.9Mregulatory AUM
Discretionary $148.8MNon-discretionary $3.1M