EFPR WEALTH ADVISORS, LLC
Firm details
- Headquarters
- ROCHESTER, New York
- CRD number
- 316165
- Website
- efprgroup.com
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Efpr Wealth Advisors, LLC is a limited liability company that positions itself primarily as a capital allocator and as a selector of outside advisers. The firm indicates its core advisory activity is the selection of other advisers rather than running an in‑house, proprietary investment platform. Its owner type is listed as individual and the firm reports an “other” fee structure. Efpr Wealth Advisors, LLC does not identify as an active ESG investor and is not classified as a multi‑state adviser or a pension consultant. The firm lists an industry affiliation with an accountant, which suggests close integration with tax or accounting resources when constructing client solutions. The firm’s business model appears to emphasize manager selection and outsourced portfolio construction. That typically means Efpr Wealth Advisors, LLC evaluates third‑party managers, selects mutual funds and external managers to implement client portfolios, and coordinates those relationships rather than directly managing large proprietary sleeves.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2MARIO DI LUIGI
PartnerCRD 4363033
KEVIN HILL
PartnerCRD 4352738
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ROCHESTER, NY
MONROE
Location
ROCHESTER, NY
Headquartered in ROCHESTER, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- MONROE
- Address
- 100 S Clinton Ave
- Time zone
- ET (UTC-5)
- Office locations
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