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- Custodian
- First Clearing ยท Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- AtlasPathway peak
- Established Date
- 08-14-2014
- Office Locations
- 1
Office Locations
About Infinity Wealth Management, Inc.
Infinity Wealth Management Inc. is a Denver-based investment advisory firm built around fiduciary, client-centric advisors. It provides financial planning, portfolio construction, and ongoing asset management, with insurance and life-insurance planning, serving business owners and entrepreneurs. Portfolios are ETF-leaning, complemented by cash, public funds, and investment-grade corporate bonds; custody includes Trade-PMR.
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Owner & Executives
BEMELEKOT WOLDEYES TEWAHADE
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2345618
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
MICHELE ANN PENSA
Investment Advisor Representative
- CRD
- #4963518
GARY ANTHONY WAYNE
--
- CRD
- #2660462
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,505,646 | -- |
| Non-Discretionary | $0 | -- |
| Total | $62,505,646 | -- |
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Separately Managed Accounts
Total SMA Asset: $62,505,646
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $157,270,042 | 10.5% |
| Corporate - Investment Grade | $290,575,126 | 19.4% |
| Public Funds | $274,099,217 | 18.3% |
| Cash | $289,077,316 | 19.3% |
| Municipal Bonds | $251,632,068 | 16.8% |
| Private Funds | $61,410,207 | 4.1% |
| U.S. Government/Agency | $173,745,952 | 11.6% |
| Total | $1,497,809,928 | 100.0% |