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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-16-2004
- Office Locations
- 1
Office Locations
About Infiniti Wealth Management
Infiniti Wealth Management is an independent, fee-only RIA in Brewster, NY providing investment management and retirement planning, with a specialty supporting women in transition (divorce, widowhood, career changes). The team builds tailored, goal-based portfolios focused on wealth growth and preservation and delivers fiduciary advice without product sales or commissions. Led by CFP/MBA principals with 60+ years combined experience; custody via Fidelity/NFS.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
MICHAEL ANTHONY DURANTE
Financial Advisor, General Partner, Managing Member
- CRD
- #1751450
- Ownership
- 50% but less than 75%
GEORGE JAMES WATERS
Chief Compliance Officer, Managing Member, Principal
- CRD
- #1344273
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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James F Lubin
Advisor
- CRD
- #1422319
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $187,437,448 | $332,336 |
| Non-Discretionary | $0 | -- |
| Total | $187,437,448 | $332,336 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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