EFPR WEALTH ADVISORS, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
ROCHESTER, New York
CRD number
316165
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • MARIO DI LUIGI

    PartnerCRD 4363033

  • KEVIN HILL

    PartnerCRD 4352738

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth