Liquifi LLC
Firm details
- Headquarters
- Lee's Summit, Missouri
- CRD number
- 335263
- Registered since
- December 23, 2025
Firm profile
FINTRXOverview
Liquifi LLC is organized as a limited liability company and is listed as an SEC-registered investment adviser with a registration year of 2025. The firm’s ownership is recorded as a combination of a domestic entity and an individual. The available profile classifies the adviser as unclassified rather than assigning it to a standard category such as RIA, broker-dealer affiliate, or family office. The firm has not supplied descriptions of its core business activities, advisory services, fee schedules, or target client base. The dataset flags several capability items as negative: Liquifi LLC is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not functioning as a pension consultant, and is not marked as a related adviser. A separate field for activities and affiliations contains no entries. Taken together, the public record shows minimal operational detail. That pattern — SEC registration without disclosed advisory activities or client-facing information — is consistent with an entity that may be pre-launch, dormant, or selectively reporting.
Assets & Accounts
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
2 of 2Sothara Chin
Chief Compliance OfficerCRD 2063804

Rachael Qualls
CEOCRD 4712116
Contacts
2 of 2
Estee Dorfman
FinOpCRD 2696529

Aaron Van Son
Sales DirectorCRD 8153274
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lee's Summit, MO
Jackson
Location
Lee's Summit, MO
Headquartered in Lee's Summit, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Jackson
- Address
- 210 Sw Market St
- Time zone
- CT (UTC-6)
- Office locations
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