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LEFAVI WEALTH MANAGEMENT, INC.
LEFAVI WEALTH MANAGEMENT, INC.
LEFAVI WEALTH MANAGEMENT
SALT LAKE CITY, Utah
·
9 registered advisors
·
CRD# 104961
SEC# 801-73029
0
801-486-9000
01
Firm Overview
AUM
$383M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at LEFAVI WEALTH MANAGEMENT, INC.
9 registered advisors
Bruce Anthony Lefavi
SALT LAKE CITY, Utah
CRD# 1064893
Christopher William Light
SALT LAKE CITY, Utah
CRD# 5000150
Jay Van Greenburg
SALT LAKE CITY, Utah
CRD# 6153353
Joel David Slatter
SALT LAKE CITY, Utah
CRD# 4737214
John David Jaicks
SALT LAKE CITY, Utah
CRD# 2100233
Michelle Dawn France
SALT LAKE CITY, Utah
CRD# 2780321
Shane Samuel Schut
SALT LAKE CITY, Utah
CRD# 6429791
Sherrie Anne Bakelar
SALT LAKE CITY, Utah
CRD# 6101408
Stuart Enterline
SALT LAKE CITY, Utah
CRD# 6828729
05
Office Locations
SALT LAKE CITY, Utah
9 advisors
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Data sourced from SEC Form ADV filings. LEFAVI WEALTH MANAGEMENT, INC. (CRD# 104961) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.