$445.0M Total AUM
$445.0M Disc. AUM
8.3% 3Y CAGR
5 Employees
576 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Stonex
- Clients
- Retail
- Platforms
- EmberEagle +more
- Established Date
- 02-25-2002
- Office Locations
- 1
Office Locations
2323 Foothill Dr., Suite 100 Salt Lake City UT
About Lefavi Wealth Management
Lefavi Wealth Management is an independent Salt Lake City RIA providing holistic financial planning and discretionary portfolio management for individuals and families, including retirees and business owners. The team builds custom, risk- and tax-aware portfolios (often using ETFs and mutual funds) using real-time planning models, and positions itself as fee-only with no commission products; custody includes Schwab.
Team overview
-- AVG AGE
$111.2M AVG AUM / ADVISOR
$772.6K AVG AUM / CLIENT
2.5 yrs AVG TENURE
5 Employees
4 Advisory Reps
3 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Harbor Legacy Wave Glacier
Client Personas
Delta Glacier Catalyst
Custodian
Pioneer radial Ridge Crest
Investment Themes
Meridian matrix Timber element Ridge meridian Harbor
Investment Vehicles
Focus matrix Atlas
Platform
Beacon capital Wave
Services
Unison catalyst Foundation Atlas meridian Vertex Wave vertex Focus value Summit harbor Unison meridian Crest Horizon Legacy radial
Technology
Delta Meridian Crest optima
Owner & Executives
Stuart Enterline
Chief Compliance Officer, President
- CRD
- #6828729
- Ownership
- 75% or more
(484) 957-3599
horizon.foundation@optimacapital.com
in linkedin.com/in/quantum-harbor
J
JAY VAN GREENBURG
Wealth Advisor
- CRD
- #6153353
- Ownership
- Less than 5%
(722) 760-5895
foundation.element@summitcapital.com
in linkedin.com/in/peak-insight
Showing 2 of 2 owners & executives
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JEFFREY CRAIG KEMP
Wealth Advisor
- CRD
- #5986765
(536) 792-7844
radial.alpha@pioneercapital.com
in linkedin.com/in/insight-focus
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $444,990,856 | $772,554 |
| Non-Discretionary | $0 | -- |
| Total | $444,990,856 | $772,554 |
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Separately Managed Accounts
Total SMA Asset: $444,990,856
Equity - Exchange:
19.1% Public Funds:
35.3% Private Funds:
19.6% Cash:
12.9% Equity - OTC:
6.3% U.S. Government/Agency:
6.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,418,299,666 | 19.1% |
| Public Funds | $2,621,255,404 | 35.3% |
| Private Funds | $1,455,427,930 | 19.6% |
| Cash | $957,909,199 | 12.9% |
| Equity - OTC | $467,816,120 | 6.3% |
| U.S. Government/Agency | $504,944,383 | 6.8% |
| Total | $7,425,652,702 | 100.0% |