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LEFAVI WEALTH MANAGEMENT
Legal name: LEFAVI WEALTH MANAGEMENT, INC.
CRD 104961File 801-73029
APPROVED
Retail clients
Disclosure events
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$445.0M
Below cohort median (national)
Discretionary AUM
$445.0M
Clients
576
576 accounts
Employees
5
Above cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 17, 2012
- Principal office
- 2323 FOOTHILL DR., SUITE 100, SALT LAKE CITY, UT, 84109
- Phone
- 801-486-9000
- Website
- HTTP://WWW.LEFAVI.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $445.0M
- Discretionary AUM
- $445.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 576
- Non-discretionary accounts
- 0
- Total accounts
- 576
- AUM per client
- $773K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 163 | $347.8M |
| Individuals (other than high net worth individuals) | 413 | $97.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C4
- Q11C5
- Q11E1
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 646 | 576 | decreased by70 |
| Apr 1, 2026 | AUM | $438,841,383 | $444,990,856 | increased by$6,149,473 |
| Apr 1, 2026 | Accounts | 1,565 | 576 | decreased by989 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 477 | 646 | increased by169 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $350,429,746 | $438,841,383 | increased by$88,411,637 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,153 | 1,565 | increased by412 |
| Apr 1, 2022 | Employees | 5 | 4 | decreased by1 |
| Apr 1, 2022 | Clients | 577 | 477 | decreased by100 |
| Apr 1, 2022 | AUM | $373,622,302 | $350,429,746 | decreased by$23,192,556 |
| Apr 1, 2022 | Accounts | 1,467 | 1,153 | decreased by314 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LEFAVI WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LEFAVI WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.