# LEFAVI WEALTH MANAGEMENT, INC.

LEFAVI WEALTH MANAGEMENT, INC. of SALT LAKE CITY, UT is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 104961
- Type: SEC-registered investment adviser
- SEC file number: 801-73029
- Location: 2323 FOOTHILL DR., SUITE 100, SALT LAKE CITY, UT, 84109
- Phone: 801-486-9000
- Latest filing: 2026-03-25
- Regulatory AUM: $445.0M
- Discretionary AUM: $445.0M
- Clients: 5
- Accounts: 576

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Stuart Enterline | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Jay Van Greenburg | DEPUTY COMPLIANCE OFFICER | — |
| LEFAVI BRUCE ANTHONY | CCO; CHAIRMAN OF THE BOARD; OWNER (+1 more) | — |
| LAFAVI GEOFFREY LYNN | VICE PRESIDENT | — |
| BRADY CATHY CLAWSON | SECRETARY/TREASURER | — |
| BAKELAR SHERRIE ANNE | CHIEF COMPLIANCE OFFICER | — |
| FRANCE MICHELLE DAWN | CHIEF COMPLIANCE OFFICER | — |
| ALDERETE MARIA DEL CARMEN | CHIEF OPERATIONS OFFICER | — |
| MUNSON BRETT ALLEN | CHIEF COMPLIANCE OFFICER | — |
| LIGHT CHRISTOPHER WILLIAM | VICE PRESIDENT | — |
| SCHUT SHANE SAMUEL | VICE PRESIDENT | — |
| JAICKS JOHN DAVID | VICE PRESIDENT | — |
| SLATTER JOEL DAVID | SENIOR ADVISER | — |
| Enterline Stuart | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| GREENBURG JAY VAN | DEPUTY COMPLIANCE OFFICER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2016-12-16 | regulatory | THE SECURITIES EXCHANGE COMMISSION ALLEGED BREACHES OF FIDUCIARY DUTY AND DISCLOSURE FAILURES IN CONNECTION WITH RECOMMENDATIONS AND INVESTMENTS IN NON-TRADED REAL ESTATE INVESTMENT TRUSTS, BUSINESS DEVELOPMENT COMPANIES, AND PRIVATE PLACEMENTS FROM JUNE 2014 TO DECEMBER 2016. | Final | $150K |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104961/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104961/similar
- Related entities: https://search.stillhousedata.com/firm/104961/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104961

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.