AdvisorOS Directory
Claim Profile
Unclaimed Profile
SS

Shane Samuel Schut

LEFAVI WEALTH MANAGEMENT, INC.·SALT LAKE CITY, Utah
SIE, Series 7Clean recordLEFAVI WEALTH MANAGEMENT, INC.
2323 FOOTHILL DR., SUITE 100, SALT LAKE CITY, UT 84109CRD# 6429791Firm CRD# 104961

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Shane Samuel Schut · SALT LAKE CITY, UT
Registration
CRD #6429791 · LEFAVI WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
02

Disclosure History

Clean record · no disclosure events on file

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

03

Firm Overview

Firm
LEFAVI WEALTH MANAGEMENT, INC.
CRD 104961 · SEC 801-73029
AUM
$383M
Regulatory assets under management
Employees
5
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

Speak with Shane

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Shane is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SALT LAKE CITY?

Browse all registered financial advisors in SALT LAKE CITY, Utah or claim this profile if it's yours.

Browse SALT LAKE CITY AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Shane Samuel Schut offer?
Shane Samuel Schut specializes in Financial Planning, Investment Management. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are Shane Samuel Schut's credentials?
Shane Samuel Schut is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shane Samuel Schut located?
Shane Samuel Schut 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 Shane Samuel Schut charge for services?
Shane Samuel Schut'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at LEFAVI WEALTH MANAGEMENT, INC.

Joel David Slatter
SALT LAKE CITY, UT
Christopher William Light
SALT LAKE CITY, UT
Jay Van Greenburg
SALT LAKE CITY, UT
CFP
Michelle Dawn France
SALT LAKE CITY, UT
Sherrie Anne Bakelar
SALT LAKE CITY, UT
Bruce Anthony Lefavi
SALT LAKE CITY, UT

More Advisors in SALT LAKE CITY, Utah

Casey D Nelsen
ALTA CAPITAL MANAGEMENT LLC·SALT LAKE CITY, UT
Samuel Martin Watkins
ASSOCIATION FINANCIAL SERVICES INC.·SALT LAKE CITY, UT
Megan Nielsen Slatter
REGENT STREET ADVISORS LLC·SALT LAKE CITY, UT
Earl Todd Berg
GUARDIAN WEALTH MANAGEMENT, LLC·SALT LAKE CITY, UT
Eric Scott Bergeson
WASATCH ADVISORS LP·SALT LAKE CITY, UT
Brian Eric Barton
GUARDIAN WEALTH MANAGEMENT, LLC·SALT LAKE CITY, UT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Utah
PROVO (32)LEHI (31)DRAPER (31)OREM (28)SANDY (27)ST. GEORGE (16)LOGAN (15)SOUTH JORDAN (13)HOLLADAY (12)COTTONWOOD HEIGHTS (11)
City Guides
PROVO GuideLEHI GuideDRAPER GuideOREM GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
Request removal of this profile