Lefavi Wealth Management
Lefavi Wealth Management is an SEC-registered mass-market adviser in Salt Lake City, UT with $445.0M assets under management (AUM, regulatory AUM), +1% over one year. See who owns Lefavi Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 104961, SEC 801-73029, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $445.0M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Location
- Salt Lake City, UT
- Employees
- 5
- Clients
- 576
- CRD
- 104961
- Ownership
- LAFAVI, GEOFFREY, LYNN; BRADY, CATHY, CLAWSON; BAKELAR, SHERRIE, ANNE; LEFAVI, BRUCE, ANTHONY; GREENBURG, JAY, VAN
How much AUM does Lefavi Wealth Management have?
Lefavi Wealth Management reported $445.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Lefavi Wealth Management?
Disclosed owners and executives of Lefavi Wealth Management include LAFAVI, GEOFFREY, LYNN, BRADY, CATHY, CLAWSON, BAKELAR, SHERRIE, ANNE, LEFAVI, BRUCE, ANTHONY, GREENBURG, JAY, VAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.