Lefavi Wealth Management Review


Trust Score 80%
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Last updated: May 26th, 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).

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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


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