LP Profile

Lefavi Wealth Management

Also known as lefavi wealth

Wealth ManagerSalt Lake City, United StatesFounded 1980
$350M
Assets Under Management
Salt Lake City
Headquarters
Investment Focus

About Lefavi Wealth Management

Lefavi - Trusted wealth management firm in Utah. Experience expert financial guidance and tailored solutions for a prosperous future.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Lefavi Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$445.0M
Total Clients
576
Filing Date
March 25, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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FAQ

Frequently asked questions

What type of investor is Lefavi Wealth Management?

Lefavi Wealth Management is a wealth manager based in Salt Lake City, United States, managing approximately $350M in assets.

Where is Lefavi Wealth Management headquartered?

Lefavi Wealth Management is headquartered in Salt Lake City, United States.

How much does Lefavi Wealth Management manage?

Lefavi Wealth Management manages approximately $350M in assets under management.

When was Lefavi Wealth Management founded?

Lefavi Wealth Management was founded in 1980.

How can I contact Lefavi Wealth Management?

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