Lefavi Wealth Management Inc
Legal Name: LEFAVI WEALTH MANAGEMENT, INC.
Full Contact Details
Lefavi Wealth Management Inc
2323 FOOTHILL DR., SUITE 100, SALT LAKE CITY, UT
801-486-9000
801-486-9058
Other Info
Lefavi Wealth Management, legally known as LEFAVI WEALTH MANAGEMENT, INC., is a UT Corporation that specializes in providing clients with personalized financial advice. With a team of nine employees and five experts serving in advisory roles, the firm has gained regulatory approval from the U.S. Securities and Exchange Commission, with a registration date dating back to Jan 17, 2012. While the number of clients served is unknown, Lefavi's commitment to quality service is evident in its SEC-approved status.
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Lefavi Wealth Management | We offer financial planning services for families and individuals for wealth preservation, wealth enhancement, wealth transfer, & wealth protection.
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Lefavi has been trusted by hundreds of investors just like you since 1980. Invest with a company that puts it’s customers first.
Direct Owners
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BRUCE ANTHONY LEFAVI
PRESIDENT owns more than 50% but less than 75%
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SHERRIE ANNE BAKELAR
CHIEF COMPLIANCE OFFICER owns less than 5%
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