Lefavi Wealth Management

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Request demo

Lefavi Wealth Management — overview

About

Lefavi Wealth Management is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on a discretionary basis. The services it offers include financial planning, retirement planning, educational planning, charitable planning, tax planning, estate planning, asset management, and portfolio management. The wealth manager advises trusts, estates, charitable organizations, corporations, and business entities.

Lefavi Wealth Management - known decision makers (6)

Position	Location	Asset Class
Chief Executive Officer & Investment Advisor	Salt Lake City, US	GEN
Founder	Salt Lake City, US	GEN
Manager of Operations	Salt Lake City, US	GEN
Property Manager	Salt Lake City, US	GEN
Wealth Advisor	Salt Lake City, US	GEN

Showing 5 of 6 known decision makers Lefavi Wealth Management

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.

Request demo