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Building 2LEFAVI WEALTH MANAGEMENT

Map pinSALT LAKE CITY, UT
Phone801-486-9000
NotebookSEC #801-73029
Total AUM
$445M
Employees
5
Clients
576

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2323 FOOTHILL DR., SUITE 100
SALT LAKE CITY
UT 84109
United States
Operating Hours
M - TH: 8:00 AM - 5:00PM; F: 8:00AM - 3:00PM
Monday - Friday
Phone
801-486-9000

ReceiptFinancials

Total AUM
$445M
Accounts
576
Discretionary
$445M
Accounts
576
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
413
AUM
$97.2M
HNW Individual Clients
163
AUM
$347.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
AZCAIDORTXUT

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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