Infinity Private Wealth

RIASEC & State Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
3

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Bradley Wallace

    Bradley Wallace

    Co Founder and Chief Investment OfficerCRD 6493508

Contacts

2 of 2
  • Christopher Lee

    Christopher Lee

    Managing PartnerCRD 6310635

  • Bryan Vahlberg

    Bryan Vahlberg

    Co-Founder and Managing PartnerCRD 6829746

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth