Infinity Private Wealth
Firm details
- Headquarters
- Oklahoma City, Oklahoma
- CRD number
- 339513
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Infinity Private Wealth is structured as a limited liability company owned by an individual and positions itself as a client-facing advisory firm that offers financial planning and portfolio management for individuals and small businesses. The firm also acts as a capital allocator and provides selection-of-other-advisers services, indicating it may place client assets with third‑party managers. Its reported fee arrangements include AUM-based fees and hourly billing. It is not identified as an active ESG investor and is marked as a single-state adviser rather than a multi-state firm. The firm lists a broker‑dealer industry affiliation.
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
Owners & executives
1 of 1
Bradley Wallace
Co Founder and Chief Investment OfficerCRD 6493508
Contacts
2 of 2
Christopher Lee
Managing PartnerCRD 6310635
Bryan Vahlberg
Co-Founder and Managing PartnerCRD 6829746
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oklahoma City, OK
Oklahoma
Location
Oklahoma City, OK
Headquartered in Oklahoma City, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- Oklahoma
- Address
- 499 W Sheridan Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Bison Capital Advisors, LLC
RIAOklahoma City, OK
Adaptation Financial Advisors Inc.
RIAOklahoma City, OK
Acorn Capital Management
RIAOklahoma City, OK
Warwick Investment Group, LLC
RIAOklahoma City, OK
Fourpath Capital Management, LLC
RIAOklahoma City, OK
Asset Management Advisors, LLC
RIAOklahoma City, OK