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BEST LIFE INFINITY, LLC

COLORADO SPRINGS, CO · CRD 319232 · IAPD ↗ · 719-966-1985

$48.2MRegulatory AUM
6Advisory reps
8Employees
0Clients
26-50Planning clients
0Private funds
26States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — BEST LIFE INFINITY, LLC added office(s): 1 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2026 — BEST LIFE INFINITY, LLC reported RAUM up 25% ($38.5M -> $48.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
46
February 2026 — BEST LIFE INFINITY, LLC notice-filed in MN, OR, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2025 — BEST LIFE INFINITY, LLC reported RAUM up 28% ($30.0M -> $38.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2024 — BEST LIFE INFINITY, LLC reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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