AdvizorPro

Mifi Wealth, LLC

Mifi Wealth, LLC. CRD 149291

Mifi Wealth, LLC logo

CRD: 149291

Mifi Wealth, LLC

Boulder, CO, 80302
3034496125
$66.3M Total AUM
$66.3M Disc. AUM
-- 3Y CAGR
4 Employees
108 ADV. Clients
16 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Frontier atlas
Established Date
01-14-2010
Office Locations
1

Office Locations

2028 17th Street Boulder CO

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

45 AVG AGE
$16.6M AVG AUM / ADVISOR
$613.9K AVG AUM / CLIENT
8.6 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
16yrs Firm Age

Insights

Request access to benchmark trends tied to harbor.
Full visibility includes strategy notes for oak ridge beacon.
See the complete signal summary connected to fusion.
See the complete signal summary connected to vector.
Premium access reveals conviction themes in alpha timber.
Full visibility includes strategy notes for vital radial.
Premium access reveals conviction themes in horizon matrix.
Request access to benchmark trends tied to atlas catalyst.

Asset Classes

North oak Timber foundation Ridge Insight element Vertex Radial bridge Vertex alpha Fusion catalyst

Client Personas

Foundation radial Summit

Custodian

Capital Horizon zenith Ridge ember

Investment Themes

Harbor pioneer Signal Matrix eagle

Investment Vehicles

Capital

Platform

Matrix

Services

Peak Momentum insight Ridge vital Zenith Radial Meridian glacier Momentum Catalyst delta

Technology

Value

Owner & Executives

SOLOMON JAMES HALPERN

SOLOMON JAMES HALPERN

President

CRD
#4232089
Ownership
75% or more
(457) 262-3394
foundation.quantum@matrixcapital.com
in linkedin.com/in/foundation-prime
J

JESSE ISAAC GRIMES

Chief Compliance Officer, Principal

CRD
#5531988
Ownership
10% but less than 25%
(327) 313-7993
north.beacon@elementcapital.com
in linkedin.com/in/capital-harbor

Showing 2 of 2 owners & executives

Unlock all

Contacts

A

Abraham Halpern

--

CRD
#8093470
(414) 952-7033
bridge.frontier@pioneercapital.com
in linkedin.com/in/crest-vertex
M

Michael Rich

--

CRD
#8265807
(941) 337-6158
catalyst.foundation@oakcapital.com
in linkedin.com/in/radial-harbor

Showing 2 of 4 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-18-2011
01-27-2012
Category Assets AVG. Account size
Discretionary $66,300,000 $13,846
Non-Discretionary $0 --
Total $66,300,000 $13,846

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: $66,300,000

$66.3M Total SMA
Equity - Exchange:
15.9%
Cash:
30.2%
Municipal Bonds:
53.9%
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%

Start a free trial and
prospect smarter