LEFAVI WEALTH MANAGEMENT

2323 Foothill Dr., Suite 100
Salt Lake City, Utah 84109
Tel: 801-486-9000

About LEFAVI WEALTH MANAGEMENT

LEFAVI WEALTH MANAGEMENT, formally registered with the SEC as LEFAVI WEALTH MANAGEMENT. The firm was established in 01/17/2012. They have over 1 offices throughout the country.

LEFAVI WEALTH MANAGEMENT is a Salt Lake City, Utah based Financial Planning firm with nearly $383,048,117 assets under management, offering retirement planning & investment advisory services to 1234 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104961
SEC#	801-73029
Assets Managed by Firm	$383,048,117
No. of Clients	1234
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1234	$383,048,117
Individuals (other than high net worth individuals)	397	$124,693,224
High net worth individuals	102	$258,354,893

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