firm profile
Lefavi Wealth Management
Overview
Lefavi Wealth Management is an SEC registered investment adviser based in Salt Lake City, UT, registered since 2012. It reports $445M in assets under management across 576 accounts, with 5 employees. It has 3 investment adviser representatives.
- Reported AUM
- $445M
- Discretionary
- 100%
- Accounts
- 576
- Average account
- $773K
- Employees
- 5
- Advisory reps
- 3
- Registered since
- 2012
- Jurisdictions
- 7
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 2 of 2
- Stuart Enterline President, Chief Compliance Officer CRD 6828729
- Jay Van Greenburg Deputy Compliance Officer CRD 6153353
Advisory reps 3 of 3
- Stuart Enterline Registered Rep · Investment Adviser Rep CRD 6828729
- Jay Van Greenburg Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6153353
- Jeffrey Craig Kemp Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5986765
Location
- Headquarters
- 2323 S Foothill Dr Ste 100
Salt Lake City, UT 84109 - County
- Salt Lake
- Metro area
- Salt Lake City, UT
- Region
- West
Registrations
- SEC registered
- Registered in 7 jurisdictions
- Website: lefavi.com
Every state, with registration dates
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