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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 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 |
|---|---|---|---|---|
| Oberholzer, Matthew, J. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Oberholzer, Matthew, J. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Oberholzer, Matthew, J. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Oberholzer, Matthew, J. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Oberholzer, Matthew, J. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Oberholzer, Matthew, J. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OBERHOLZER, CHRISTOPHER, ROBERT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | E | Control |
| OBERHOLZER, CHRISTOPHER, ROBERT | I | PRESIDENT, MANAGING MEMBER | E | Control |
| OBERHOLZER, CHRISTOPHER, ROBERT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | E | Control |
| OBERHOLZER, CHRISTOPHER, ROBERT | I | PRESIDENT, MANAGING MEMBER | E | Control |
| OBERHOLZER, CHRISTOPHER, ROBERT | I | PRESIDENT, MANAGING MEMBER | E | Control |
| OBERHOLZER, CHRISTOPHER, ROBERT | I | PRESIDENT, MANAGING MEMBER | E | Control |
| OBERHOLZER, CHRISTOPHER, ROBERT | I | PRESIDENT, MANAGING MEMBER | E | Control |
| OBERHOLZER, CHRISTOPHER, ROBERT | I | PRESIDENT, MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Mar 14, 2025 REGISTERED
Notice Filings (6)
CA IN KY NH OH TX
Address
433 WEST LOVELAND AVESUITE 100
LOVELAND, OH 45140
United States
Phone: 513-563-3500