National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > utah > salt lake city

LEFAVI WEALTH MANAGEMENT

Tel: 801-486-9000
2323 Foothill Dr., Suite 100
Salt Lake City, Utah  84109

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

LEFAVI WEALTH MANAGEMENT

LEFAVI WEALTH MANAGEMENT is a Salt Lake City, Utah based financial advisory firm with nearly $383,048,117 in assets under management and provides investment advisory services for 1234 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

104961

SEC#:

801-73029

No. of Clients:

1234

Assets under Management

$383,048,117

No. of Advisors:

5

More Financial Advisory Firms in Salt Lake City, Utah

Financial Advisory FirmFirm CRD#No. of Advisors
BRIDGE INVESTMENT GROUP 1591272300
WASATCH ADVISORS LP 10608190
TOWNSQUARE CAPITAL, LLC 28857617
SOLTIS INVESTMENT ADVISORS, LLC 15469072
SEPIO CAPITAL, LP 28564524
GRANDEUR PEAK GLOBAL ADVISORS 15827053

More Firms in Salt Lake City, Utah >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2025 FinancialAdvisor.net. All Rights Reserved.