CRD: 291681
Lefils Wealth Management LLC
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-13-2018
- Office Locations
- 1
Office Locations
About Lefils Wealth Management LLC
LeFils Wealth Management (LeFils & Company) is a Florida-based boutique that combines CPA/accounting support with financial advising. The firm provides one-on-one financial planning, tax planning and IRS problem resolution, with a focus on business owners and entrepreneurs. Investment portfolios are implemented primarily with ETFs and public funds. Offices are listed in Orange City, Titusville, and Ormond Beach.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
Bernard Joseph LeFils
Chief Compliance Officer, Managing Member, Partner
- CRD
- #6889612
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,495,786 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,495,786 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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