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Lefavi Wealth Management

EST. AUM
$444,990,856

CONTACTS
4

CLIENT ACCOUNTS
576

Firm Details

Metro area Salt Lake City
CRD Number 104961
Website lefavi.com
Client types

Overview

To make a positive impact on their life, they need to sit down and formulate a plan together. With a focus on people, not transactions, they work to examine and enhance all areas of their wealth. They spend ample time listening, learning, then analyzing the situation. From this process, they gain a thorough, custom plan designed specifically for them, based on their individual needs and goals.

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Investment Preferences

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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