LEFAVI WEALTH MANAGEMENT, INC.
Legal name: LEFAVI WEALTH MANAGEMENT
CRD #104961 SEC #801-73029 SALT LAKE CITY, UT 801-486-9000
SEC Registered Disclosures
Total AUM
$438.8M
Discretionary
$438.8M
Employees
5
Clients
251
Accounts
1,565
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $438.8M | $438.8M | $0 | 5 | 0 |
| Mar 2024 | $383M | $383M | $0 | 5 | 0 |
| Jan 2024 | $352.8M | $352.8M | $0 | 5 | 0 |
| Mar 2023 | $352.8M | $352.8M | $0 | 5 | 0 |
| Mar 2022 | $350.4M | $350.4M | $0 | 4 | 0 |
| Apr 2021 | $373.6M | $373.6M | $0 | 5 | 0 |
| Aug 2020 | $302.5M | $302.5M | $0 | 7 | 0 |
| Jun 2020 | $302.5M | $302.5M | $0 | 7 | 0 |
| Apr 2020 | $302.5M | $302.5M | $0 | 7 | 0 |
| Nov 2019 | $302.9M | $302.9M | $0 | 9 | 0 |
| Aug 2019 | $302.9M | $302.9M | $0 | 9 | 0 |
| Mar 2019 | $302.9M | $302.9M | $0 | 9 | 0 |
| Aug 2018 | $385.5M | $385.5M | $0 | 9 | 0 |
| May 2018 | $385.5M | $385.5M | $0 | 8 | 0 |
| May 2018 | $385.5M | $385.5M | $0 | 8 | 0 |
| Jan 2018 | $385.5M | $385.5M | $0 | 8 | 0 |
| Apr 2017 | $489M | $489M | $0 | 12 | 1,400 |
| Feb 2017 | $489M | $489M | $0 | 12 | 1,400 |
| Sep 2016 | $405M | $405M | $0 | 12 | 1,100 |
| Sep 2016 | $405M | $405M | $0 | 12 | 1,100 |
| Jul 2016 | $405M | $405M | $0 | 12 | 1,100 |
| Apr 2016 | $405M | $405M | $0 | 12 | 1,100 |
| Jan 2016 | $405M | $405M | $0 | 12 | 1,100 |
| Oct 2015 | $471M | $471M | $0 | 13 | 1,200 |
| Jul 2015 | $471M | $471M | $0 | 13 | 1,200 |
| Jan 2015 | $493M | $493M | $0 | 14 | 1,200 |
| Dec 2014 | $450M | $450M | $0 | 15 | 1,100 |
| Nov 2014 | $450M | $450M | $0 | 15 | 1,100 |
| Nov 2014 | $450M | $450M | $0 | 15 | 1,100 |
| Aug 2014 | $450M | $450M | $0 | 15 | 1,100 |
| Aug 2014 | $450M | $450M | $0 | 15 | 1,100 |
| Aug 2014 | $450M | $450M | $0 | 15 | 1,100 |
| Apr 2014 | $450M | $450M | $0 | 15 | 1,100 |
| Jan 2014 | $402M | $402M | $0 | 21 | 750 |
| Jan 2014 | $402M | $402M | $0 | 21 | 750 |
| May 2013 | $402M | $402M | $0 | 21 | 750 |
| Mar 2013 | $402M | $402M | $0 | 21 | 750 |
| Jan 2013 | $402M | $402M | $0 | 21 | 750 |
| Jan 2013 | $335M | $330M | $5M | 21 | 500 |
| Oct 2012 | $335M | $330M | $5M | 6 | 500 |
| Oct 2012 | $335M | $330M | $5M | 6 | 500 |
| Sep 2012 | $335M | $330M | $5M | 6 | 700 |
| Jul 2012 | $333M | $325M | $8M | 6 | 700 |
| Jul 2012 | $333M | $325M | $8M | 6 | 700 |
| Jun 2012 | $333M | $325M | $8M | 6 | 700 |
| Jan 2012 | $333M | $325M | $8M | 6 | 700 |
DateMar 2025
Total AUM$438.8M
Discretionary$438.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$383M
Discretionary$383M
Non-Disc.$0
Employees5
Clients0
DateJan 2024
Total AUM$352.8M
Discretionary$352.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$352.8M
Discretionary$352.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$350.4M
Discretionary$350.4M
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$373.6M
Discretionary$373.6M
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$302.5M
Discretionary$302.5M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$302.5M
Discretionary$302.5M
Non-Disc.$0
Employees7
Clients0
DateApr 2020
Total AUM$302.5M
Discretionary$302.5M
Non-Disc.$0
Employees7
Clients0
DateNov 2019
Total AUM$302.9M
Discretionary$302.9M
Non-Disc.$0
Employees9
Clients0
DateAug 2019
Total AUM$302.9M
Discretionary$302.9M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$302.9M
Discretionary$302.9M
Non-Disc.$0
Employees9
Clients0
DateAug 2018
Total AUM$385.5M
Discretionary$385.5M
Non-Disc.$0
Employees9
Clients0
DateMay 2018
Total AUM$385.5M
Discretionary$385.5M
Non-Disc.$0
Employees8
Clients0
DateMay 2018
Total AUM$385.5M
Discretionary$385.5M
Non-Disc.$0
Employees8
Clients0
DateJan 2018
Total AUM$385.5M
Discretionary$385.5M
Non-Disc.$0
Employees8
Clients0
DateApr 2017
Total AUM$489M
Discretionary$489M
Non-Disc.$0
Employees12
Clients1,400
DateFeb 2017
Total AUM$489M
Discretionary$489M
Non-Disc.$0
Employees12
Clients1,400
DateSep 2016
Total AUM$405M
Discretionary$405M
Non-Disc.$0
Employees12
Clients1,100
DateSep 2016
Total AUM$405M
Discretionary$405M
Non-Disc.$0
Employees12
Clients1,100
DateJul 2016
Total AUM$405M
Discretionary$405M
Non-Disc.$0
Employees12
Clients1,100
DateApr 2016
Total AUM$405M
Discretionary$405M
Non-Disc.$0
Employees12
Clients1,100
DateJan 2016
Total AUM$405M
Discretionary$405M
Non-Disc.$0
Employees12
Clients1,100
DateOct 2015
Total AUM$471M
Discretionary$471M
Non-Disc.$0
Employees13
Clients1,200
DateJul 2015
Total AUM$471M
Discretionary$471M
Non-Disc.$0
Employees13
Clients1,200
DateJan 2015
Total AUM$493M
Discretionary$493M
Non-Disc.$0
Employees14
Clients1,200
DateDec 2014
Total AUM$450M
Discretionary$450M
Non-Disc.$0
Employees15
Clients1,100
DateNov 2014
Total AUM$450M
Discretionary$450M
Non-Disc.$0
Employees15
Clients1,100
DateNov 2014
Total AUM$450M
Discretionary$450M
Non-Disc.$0
Employees15
Clients1,100
DateAug 2014
Total AUM$450M
Discretionary$450M
Non-Disc.$0
Employees15
Clients1,100
DateAug 2014
Total AUM$450M
Discretionary$450M
Non-Disc.$0
Employees15
Clients1,100
DateAug 2014
Total AUM$450M
Discretionary$450M
Non-Disc.$0
Employees15
Clients1,100
DateApr 2014
Total AUM$450M
Discretionary$450M
Non-Disc.$0
Employees15
Clients1,100
DateJan 2014
Total AUM$402M
Discretionary$402M
Non-Disc.$0
Employees21
Clients750
DateJan 2014
Total AUM$402M
Discretionary$402M
Non-Disc.$0
Employees21
Clients750
DateMay 2013
Total AUM$402M
Discretionary$402M
Non-Disc.$0
Employees21
Clients750
DateMar 2013
Total AUM$402M
Discretionary$402M
Non-Disc.$0
Employees21
Clients750
DateJan 2013
Total AUM$402M
Discretionary$402M
Non-Disc.$0
Employees21
Clients750
DateJan 2013
Total AUM$335M
Discretionary$330M
Non-Disc.$5M
Employees21
Clients500
DateOct 2012
Total AUM$335M
Discretionary$330M
Non-Disc.$5M
Employees6
Clients500
DateOct 2012
Total AUM$335M
Discretionary$330M
Non-Disc.$5M
Employees6
Clients500
DateSep 2012
Total AUM$335M
Discretionary$330M
Non-Disc.$5M
Employees6
Clients700
DateJul 2012
Total AUM$333M
Discretionary$325M
Non-Disc.$8M
Employees6
Clients700
DateJul 2012
Total AUM$333M
Discretionary$325M
Non-Disc.$8M
Employees6
Clients700
DateJun 2012
Total AUM$333M
Discretionary$325M
Non-Disc.$8M
Employees6
Clients700
DateJan 2012
Total AUM$333M
Discretionary$325M
Non-Disc.$8M
Employees6
Clients700