Lefavi Wealth Management Employee Directory

Financial ServicesUtah, United States11-50 Employees

Lefavi Wealth Management provides comprehensive, holistic wealth management services to help individuals and more plan for and protect their futures.

Lefavi Wealth Management is an investment advisor registered with the Securities and Exchange Commission.

Find Lefavi Wealth Management employees' phone numbers or email addresses

Lefavi Wealth Management Global Highlights

Location
Employees

North America
23

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  • United States Of America
    23

Lefavi Wealth Management's Leadership

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    S. E.
    Chief Executive Officer
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    S. B.
    Chief Compliance Officer
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  • Stylized image of a person
    B. L.
    President
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  • Stylized image of a person
    S. E.
    President, Owner
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    D. K.
    Sr. Vice President
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  • Stylized image of a person
    I. R.
    Manager Of Operations
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    J. E. Y.
    Office Manager + Property Manager
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  • Stylized image of a person
    M. G.
    Front Office Manager/Administrative Assistant
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Lefavi Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Business
  • Administrative
  • Analytics
  • Other

Contact profiles from Lefavi Wealth Management

Name
Title
Contact Info
Location
Last Update
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    S. E.
    Chief Executive Officer
    Phone icon
    United StatesUtah
    Aug 27, 2025
  • Stylized image of a person
    B. L.
    President
    Phone icon
    United StatesUtah
    Jul 18, 2025
  • Stylized image of a person
    S. B.
    Chief Compliance Officer
    Phone icon
    United StatesUtah
    Jul 08, 2024
  • Stylized image of a person
    S. E.
    President, Owner
    Phone icon
    United StatesPennsylvania
    Sep 10, 2025
  • Stylized image of a person
    D. K.
    Sr. Vice President
    Phone icon
    United StatesUtah
    Oct 24, 2025
  • Stylized image of a person
    I. R.
    Manager Of Operations
    Phone icon
    Oct 26, 2025
  • Stylized image of a person
    J. E. Y.
    Office Manager + Property Manager
    Phone icon
    United StatesUtah
    Nov 16, 2025
  • Stylized image of a person
    M. G.
    Front Office Manager/Administrative Assistant
    Phone icon
    United StatesUtah
    Oct 26, 2025
  • Stylized image of a person
    J. J.
    Senior Wealth Advisor, Retirement Income Specialist
    Phone icon
    United StatesUtah
    Oct 22, 2024
  • Stylized image of a person
    J. G. C. P.
    Wealth Advisor
    Phone icon
    United StatesUtah
    Nov 11, 2025

Frequently Asked Questions

What is Lefavi Wealth Management known for?

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Lefavi Wealth Management was founded in 1980 operates in the Financial Services industry. The company's main headquarters is located in 2323 Foothill Drive Suite 100 Salt Lake City, Utah 84109 United States; you can contact the main corporate office by phone at . Explore Lefavi Wealth Management's company overview page for more information.

What is Lefavi Wealth Management's most common email format?

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Lefavi Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lefavi Wealth Management email formats with LeadIQ.

How many employees does Lefavi Wealth Management have currently?

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Lefavi Wealth Management has approximately 11 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Lefavi Wealth Management's key employees and leadership?

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As of February 2026, Lefavi Wealth Management's key employees include:

  • Chief Executive Officer: S. E.
  • Chief Compliance Officer: S. B.
  • President: B. L.
  • President, Owner: S. E.
  • Sr. Vice President: D. K.

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