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LEFAVI WEALTH MANAGEMENT

SALT LAKE CITY, UT · CRD 104961 · IAPD ↗ · 801-486-9000

$445.0MRegulatory AUM
4Advisory reps
5Employees
0Clients
251-500Planning clients
0Private funds
7States
5Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
February 2024 — LEFAVI WEALTH MANAGEMENT notice-filed in AZ, CA, NH, OR, TX, UT, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.