Infinity Wealth Counsel, LLC
Infinity Wealth Counsel, LLC is an SEC-registered wealth manager in Loveland, OH with $151.9M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Infinity Wealth Counsel, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 171959, SEC 801-126090, data through 2026-02-24.
- AUM (assets under management / regulatory AUM)
- $151.9M (2026-02-24)
- Firm type
- Wealth Manager
- Location
- Loveland, OH
- Employees
- 4
- Clients
- 125
- CRD
- 171959
- Ownership
- OBERHOLZER, CHRISTOPHER, ROBERT; Oberholzer, Matthew, J.
How much AUM does Infinity Wealth Counsel, LLC have?
Infinity Wealth Counsel, LLC reported $151.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-24).
Who owns Infinity Wealth Counsel, LLC?
Disclosed owners and executives of Infinity Wealth Counsel, LLC include OBERHOLZER, CHRISTOPHER, ROBERT, Oberholzer, Matthew, J.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.