Lefavi Wealth Management, Inc.
● SEC registered since 2012CRD 104961SEC# 801-73029Salt Lake City, UT
Reg. AUM
$445M
Employees
5
Accounts
576
Location
Salt Lake City, UT
Lefavi Wealth Management, Inc. assets under management
Lefavi Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Salt Lake City, UT. The firm has been registered since 2012. It reports $445 million in regulatory assets under management and employs 5 people.
Lefavi Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jay Van Greenburg Control | Deputy Compliance Officer | Under 5% | 2021 |
| Stuart Enterline Control | President, Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Lefavi Wealth Management, Inc. manage?
Lefavi Wealth Management, Inc. reports $445 million in regulatory assets under management on its Form ADV.
How many employees does Lefavi Wealth Management, Inc. have?
Lefavi Wealth Management, Inc. reports 5 employees.
Where is Lefavi Wealth Management, Inc. located?
Lefavi Wealth Management, Inc. is based in Salt Lake City, UT and has been SEC-registered since 2012.
Does Lefavi Wealth Management, Inc. disclose fund performance?
Lefavi Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2323 Foothill Dr., Suite 100, Salt Lake City, UT 84109 |
| Phone | 801-486-9000 |
| Fax | 801-486-9058 |
| Office hours | M - Th: 8:00 a.m. - 5:00p.m.; F: 8:00a.m. - 3:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 700145 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$445M▲ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$445Mregulatory AUM
Discretionary $445M