Unclaimed Profile

Stuart Enterline

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

SIE, Series 7, Series 24, Series 66Clean record7 years registeredLEFAVI WEALTH MANAGEMENT, INC.

2323 FOOTHILL DR., SUITE 100, SALT LAKE CITY, UT 84109CRD# 6828729Firm CRD# 104961

Profile Verification

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

Identity

Stuart Enterline · SALT LAKE CITY, UT

Registration

CRD #6828729 · LEFAVI WEALTH MANAGEMENT, INC. · 7 years registered

Brand Profile

Not yet started

Career History

LEFAVI WEALTH MANAGEMENT

Jan 2024 – present

LEFAVI WEALTH MANAGEMENT

Apr 2019 – Dec 2023

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · April 1, 2019

Years registered · 7

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 Stuart Enterline offer?

Stuart Enterline specializes in Financial Planning, Investment Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Stuart Enterline's credentials?

Stuart Enterline is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stuart Enterline located?

Stuart Enterline 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 Stuart Enterline charge for services?

Stuart Enterline'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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