SALT LAKE CITY, UTCRD 104961Latest ADV March 25, 2026
Lefavi Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Salt Lake City, UT. Its latest Form ADV filing, dated March 25, 2026, reports $445M in regulatory assets under management, 5 employees, and 576 accounts.
Assets Under Management
$445M
Employees
5
Offices
--
Total Clients
576
Primary office
SALT LAKE CITY, UT
2323 FOOTHILL DR., SUITE 100, SALT LAKE CITY, UT, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.7% of total clients.
Top client categories% of clientsClients
1
Individuals
71.7%
413
2
HNWI
28.3%
163
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$445Mas of March 25, 2026
Discretionary100.0%
$445M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$445M
Total Accounts576
10Y AUM Change$-44M (-9.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee115:1
10Y Employee Change-7 (-58.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.