Unclaimed Profile

Joel David Slatter

LEFAVI WEALTH MANAGEMENT, INC.·SALT LAKE CITY, Utah

SIE, Series 7, Series 63, Series 66Clean record19 years registeredLEFAVI WEALTH MANAGEMENT, INC.

2323 FOOTHILL DR., SUITE 100, SALT LAKE CITY, UT 84109CRD# 4737214Firm CRD# 104961

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joel David Slatter · SALT LAKE CITY, UT

Registration

CRD #4737214 · LEFAVI WEALTH MANAGEMENT, INC. · 19 years registered

Brand Profile

Not yet started

Career History

IGNITE PLANNERS LLC

Sep 2022 – present

FORESIGHT WEALTH MANAGEMENT, LLC

Jun 2018 – Jan 2023

DRAPER, UT

LEFAVI WEALTH MANAGEMENT

May 2015 – Jun 2018

SALT LAKE CITY, UT

LEFAVI WEALTH MANAGEMENT

Feb 2011 – Dec 2013

SALT LAKE CITY, UT

EDWARD JONES

Mar 2007 – Dec 2010

ST GEORGE, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · March 21, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEFAVI WEALTH MANAGEMENT, INC.

CRD 104961 · SEC 801-73029

AUM

$383M

Regulatory assets under management

Employees

1,234 client accounts

Services offered by LEFAVI WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEFAVI WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Joel David Slatter offer?

Joel David Slatter specializes in Financial Planning, Investment Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Joel David Slatter's credentials?

Joel David Slatter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joel David Slatter located?

Joel David Slatter is based in SALT LAKE CITY, Utah, working with LEFAVI WEALTH MANAGEMENT, INC.. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Joel David Slatter charge for services?

Joel David Slatter's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEFAVI WEALTH MANAGEMENT, INC.?

LEFAVI WEALTH MANAGEMENT, INC. has approximately 5 employees and manages $383M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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