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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.