Investifi Wealth Management LLC

Overview

Investifi Wealth Management LLC is an independent registered investment adviser organized as an LLC that positions itself as a capital allocator for both individuals/families and institutional clients. The firm combines financial planning and portfolio management with ancillary services such as pension consulting, selection of other advisers and educational seminars. Its fee model is flexible—charging a percentage of AUM, hourly fees and fixed fees depending on the engagement—which supports both ongoing asset management relationships and project-based planning work. Investment activity tilts toward equities: the firm's filings indicate a clear preference for exchange-traded stocks and ETFs as the primary vehicle for implementing portfolios. Investifi Wealth Management LLC does not identify as an active ESG investor and is not a multi-state adviser. The firm also acts in an accountant capacity as part of its business activities, which suggests an integrated approach to tax-aware planning and reporting for clients.

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Location & Offices