LEFAVI WEALTH MANAGEMENT

Overview

Lefavi Wealth Management is an independent registered investment adviser focused on serving individual and family clients, with advisory services that emphasize financial planning and discretionary portfolio management for individuals and small businesses. The firm operates under an owner-managed structure and has been SEC-registered since 2012. Its stated investment posture favors equity exposure as the primary building block of client portfolios while maintaining diversified use of fixed income, insurance products and third‑party alternative managers to meet client objectives. Investment decision-making leans toward liquid, exchange‑listed instruments for core exposure, supplemented by externally managed alternative allocations where appropriate. Lefavi uses both percentage-of-AUM and fixed-fee billing models and acts as a broker-dealer affiliate for certain activities. The firm does not identify as an active ESG investor and does not function as a capital allocator in the sense of running proprietary private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices