INFINITY WEALTH COUNSEL, LLC
CRD #171959 SEC #801-126090 LOVELAND, OH 513-563-3500
SEC Registered
Total AUM
$132.6M
Discretionary
$129.3M
Employees
3
Clients
25
Accounts
360
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $132.6M | $129.3M | $3.3M | 3 | 0 |
| Oct 2024 | $122.8M | $120.7M | $2.1M | 3 | 0 |
| Mar 2024 | $122.8M | $120.7M | $2.1M | 3 | 0 |
| Mar 2024 | $122.8M | $120.7M | $2.1M | 3 | 0 |
| Aug 2023 | $101M | $96.7M | $4.3M | 3 | 0 |
| Feb 2023 | $101M | $96.7M | $4.3M | 3 | 0 |
| Oct 2022 | $117.7M | $117.7M | $0 | 3 | 0 |
| Jun 2022 | $117.7M | $117.7M | $0 | 3 | 0 |
DateMar 2025
Total AUM$132.6M
Discretionary$129.3M
Non-Disc.$3.3M
Employees3
Clients0
DateOct 2024
Total AUM$122.8M
Discretionary$120.7M
Non-Disc.$2.1M
Employees3
Clients0
DateMar 2024
Total AUM$122.8M
Discretionary$120.7M
Non-Disc.$2.1M
Employees3
Clients0
DateMar 2024
Total AUM$122.8M
Discretionary$120.7M
Non-Disc.$2.1M
Employees3
Clients0
DateAug 2023
Total AUM$101M
Discretionary$96.7M
Non-Disc.$4.3M
Employees3
Clients0
DateFeb 2023
Total AUM$101M
Discretionary$96.7M
Non-Disc.$4.3M
Employees3
Clients0
DateOct 2022
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees3
Clients0
DateJun 2022
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees3
Clients0