Lefavi Wealth Management

Trust Score 80%
Trust Score info_outline

Last updated: August 21st, 2019. Data source: SEC filings.


Lefavi Wealth Management, federally registered in 2012, is a Registered Investment Advisor (RIA) in 12 state(s) with a licensed staff of 5 advisors. Lefavi Wealth Management manages $302.9 million and provides investment advisory services for 688 clients (1:138 advisor/client ratio). This firm or an advisory affiliate has a disciplinary history (see below).


View More keyboard_arrow_down


View More keyboard_arrow_down

Download PDF

Firm Information

Feature Value
Minimum Investment $22,858
Average Client Balance $440,233
Hybrid Advisor Yes
Disciplinary History Yes
Total AUM $302.9 million
Advisor / Client Ratio 1:138
Headquarters Salt Lake City, UT
SEC Filings Forms and Brochures    (CRD # 104961)
State(s) Registered AZ, CA, FL, ID, MS, NV, NY, OR, TN, TX, UT, WA

Questions & Answers

Get answers about Lefavi Wealth Management

Ask a question question_answer