SEC Form ADV · CIK 700145

LEFAVI WEALTH MANAGEMENT

Registered Investment AdviserUT
$445.0M
Assets Under Management
576
Total Clients
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Registration Details

CIK
700145
Accession
CRD-104961
Location
SALT LAKE CITY, UT
Filing Date
March 25, 2026
AUM
$445.0M
Total Clients
576
Amendment
No

About this Adviser

LEFAVI WEALTH MANAGEMENT is a registered investment adviser headquartered in SALT LAKE CITY, UT, managing approximately $445.0M in assets across 576 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.