Lefavi Wealth Management logo

Lefavi Wealth Management Employee Directory

Financial ServicesUtah, United States11-50 Employees

Lefavi Wealth Management operates in the financial services sector as an investment advisory firm registered with the Securities and Exchange Commission. Based in Salt Lake City, Utah, the firm provides comprehensive, holistic wealth management services intended to help individuals plan for and protect their futures, addressing both long-term financial goals and risk management. With a modestly sized team, Lefavi serves clients by offering guidance and strategies across their financial lives within the investment advisory framework. The company positioning within its industry centers on delivering integrated wealth management rather than focusing on standalone products. A recent development is its ongoing operation as a registered investment advisor, reflecting its professional stance and regulatory alignment in providing advisory services.

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

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

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
  • Stylized image of a person
    S. E.
    Ceo, Owner
    Phone icon
    United StatesUtah
    Jun 04, 2026
  • 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 22, 2025
  • Stylized image of a person
    D. K.
    Sr. Vice President
    Phone icon
    United StatesUtah
    May 31, 2026
  • 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
    Jun 01, 2026
  • 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
    Jun 24, 2026

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 June 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 June 2026, Lefavi Wealth Management's key employees include:

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

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