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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Corporation
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALDERETE, MARIA, DEL CARMEN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| ALDERETE, MARIA, DEL CARMEN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| ALDERETE, MARIA, DEL CARMEN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BAKELAR, SHERRIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAKELAR, SHERRIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAKELAR, SHERRIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAKELAR, SHERRIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAKELAR, SHERRIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAKELAR, SHERRIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAKELAR, SHERRIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAKELAR, SHERRIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAKELAR, SHERRIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAKELAR, SHERRIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAKELAR, SHERRIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAKELAR, SHERRIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAKELAR, SHERRIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAKELAR, SHERRIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAKELAR, SHERRIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAKELAR, SHERRIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAKELAR, SHERRIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAKELAR, SHERRIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAKELAR, SHERRIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAKELAR, SHERRIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAKELAR, SHERRIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAKELAR, SHERRIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAKELAR, SHERRIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAKELAR, SHERRIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAKELAR, SHERRIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAKELAR, SHERRIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAKELAR, SHERRIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAKELAR, SHERRIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANCE, MICHELLE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FRANCE, MICHELLE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FRANCE, MICHELLE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FRANCE, MICHELLE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FRANCE, MICHELLE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FRANCE, MICHELLE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FRANCE, MICHELLE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FRANCE, MICHELLE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FRANCE, MICHELLE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FRANCE, MICHELLE, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GREENBURG, JAY, VAN | I | DEPUTY COMPLIANCE OFFICER | NA | Control |
| GREENBURG, JAY, VAN | I | DEPUTY COMPLIANCE OFFICER | NA | Control |
| GREENBURG, JAY, VAN | I | DEPUTY COMPLIANCE OFFICER | NA | Control |
| GREENBURG, JAY, VAN | I | DEPUTY COMPLIANCE OFFICER | NA | Control |
| GREENBURG, JAY, VAN | I | DEPUTY COMPLIANCE OFFICER | NA | Control |
| GREENBURG, JAY, VAN | I | DEPUTY COMPLIANCE OFFICER | NA | Control |
| MUNSON, BRETT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MUNSON, BRETT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Enterline, Stuart | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| Enterline, Stuart | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| Enterline, Stuart | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| Enterline, Stuart | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | CCO | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | CCO | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | CCO | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | CHAIRMAN OF THE BOARD | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | CHAIRMAN OF THE BOARD | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | CHAIRMAN OF THE BOARD | E | Control |
| LEFAVI, BRUCE, ANTHONY | I | CHAIRMAN OF THE BOARD | E | Control |
| Enterline, Stuart | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | D | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | D | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | D | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | D | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | D | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | D | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | D | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | D | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | D | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | D | Control |
| LEFAVI, BRUCE, ANTHONY | I | PRESIDENT | D | Control |
| LEFAVI, BRUCE, ANTHONY | I | OWNER | C | Control |
| Enterline, Stuart | I | CHIEF EXECUTIVE OFFICER | B | Control |
| Enterline, Stuart | I | CHIEF EXECUTIVE OFFICER | B | Control |
| Enterline, Stuart | I | CHIEF EXECUTIVE OFFICER | B | Control |
| Enterline, Stuart | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | B | Control |
| JAICKS, JOHN, DAVID | I | VICE PRESIDENT | A | |
| JAICKS, JOHN, DAVID | I | VICE PRESIDENT | A | |
| JAICKS, JOHN, DAVID | I | VICE PRESIDENT | A | |
| JAICKS, JOHN, DAVID | I | VICE PRESIDENT | A | |
| JAICKS, JOHN, DAVID | I | VICE PRESIDENT | A | |
| JAICKS, JOHN, DAVID | I | VICE PRESIDENT | A | |
| JAICKS, JOHN, DAVID | I | VICE PRESIDENT | A | |
| JAICKS, JOHN, DAVID | I | VICE PRESIDENT | A | |
| LIGHT, CHRISTOPHER, WILLIAM | I | VICE PRESIDENT | A | |
| LIGHT, CHRISTOPHER, WILLIAM | I | VICE PRESIDENT | A | |
| LIGHT, CHRISTOPHER, WILLIAM | I | VICE PRESIDENT | A | |
| LIGHT, CHRISTOPHER, WILLIAM | I | VICE PRESIDENT | A | |
| LIGHT, CHRISTOPHER, WILLIAM | I | VICE PRESIDENT | A | |
| LIGHT, CHRISTOPHER, WILLIAM | I | VICE PRESIDENT | A | |
| SCHUT, SHANE, SAMUEL | I | VICE PRESIDENT | A | |
| SCHUT, SHANE, SAMUEL | I | VICE PRESIDENT | A | |
| SCHUT, SHANE, SAMUEL | I | VICE PRESIDENT | A | |
| SCHUT, SHANE, SAMUEL | I | VICE PRESIDENT | A | |
| SLATTER, JOEL, DAVID | I | SENIOR ADVISER | A | |
| SLATTER, JOEL, DAVID | I | SENIOR ADVISER | A | |
| SLATTER, JOEL, DAVID | I | SENIOR ADVISER | A | |
| SLATTER, JOEL, DAVID | I | SENIOR ADVISER | A | |
| SLATTER, JOEL, DAVID | I | SENIOR ADVISER | A | |
| SLATTER, JOEL, DAVID | I | SENIOR ADVISER | A | |
| SLATTER, JOEL, DAVID | I | SENIOR ADVISER | A | |
| SLATTER, JOEL, DAVID | I | SENIOR ADVISER | A |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (23)
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Address
2323 FOOTHILL DR., SUITE 100SALT LAKE CITY, UT 84109
United States
Phone: 801-486-9000