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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Frontier atlas
- Established Date
- 01-14-2010
- Office Locations
- 1
Office Locations
About Mifi Wealth, LLC
MIFI Wealth is a Boulder, CO RIA that combines mindful, goals-based planning with portfolio management, family office support, life insurance planning, and consulting. Client focus includes individuals, entrepreneurs, and business owners. Portfolios are implemented primarily with ETFs, alongside cash and municipal bonds. Differentiators for distribution: a Mindful Finance approach and Certified B Corp status; custody includes Charles Schwab.
Team overview
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Owner & Executives
SOLOMON JAMES HALPERN
President
- CRD
- #4232089
- Ownership
- 75% or more
JESSE ISAAC GRIMES
Chief Compliance Officer, Principal
- CRD
- #5531988
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Abraham Halpern
--
- CRD
- #8093470
Michael Rich
--
- CRD
- #8265807
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,300,000 | $13,846 |
| Non-Discretionary | $0 | -- |
| Total | $66,300,000 | $13,846 |
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Separately Managed Accounts
Total SMA Asset: $66,300,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $717,328,642 | 15.9% |
| Cash | $1,362,473,269 | 30.2% |
| Municipal Bonds | $2,431,698,980 | 53.9% |
| Total | $4,511,500,891 | 100.0% |