Lefavi Wealth Management - Crunchbase Company Profile & Funding

Overview

Lefavi Wealth Management

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

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About Lefavi Wealth Management

CB Rank

3472995

Lefavi Wealth Management provides Wealth Preservation, Wealth Transfer, Wealth Enhancement and Charitable Giving services.

Founded

obfuscation

Private

Salt Lake City, Utah, United States

11-50

www.lefavi.com

Financial Services

Wealth Management

Key People

Bruce Lefavi: Founder & President

Details

Legal Name

Lefavi Wealth Management

Operating Status

Active

Company Type

For Profit

Founders

Bruce Lefavi

About the Company

Lefavi Wealth Management is a private wealth management firm founded by Bruce Lefavi to focus on people, not transactions. We’re independent, which means that we have the freedom and the flexibility to assist our clients in choosing the investment strategies and financial products that work best for them.

Phone Number

1.800.998.2427

Contact Email

info@lefavi.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning

Lefavi Wealth Management offers personalized financial planning services, including budgeting, debt management, and savings strategies to help clients achieve their financial goals.

Investment Management and Portfolio Diversification

Lefavi provides investment management services, focusing on creating diversified portfolios tailored to clients' risk tolerance and financial objectives.