LEFILS WEALTH MANAGEMENT LLC

LEFILS WEALTH MANAGEMENT LLC of ORANGE CITY, FL is an SEC-registered investment adviser (CRD 291681). Regulatory assets under management: $12.5M.

Registration

• CRD: 291681
• Type: Registered investment adviser
• Location: 161 E ROSE AVE, ORANGE CITY, FL, 32763
• Phone: 386-775-6989
• Latest filing: 2026-03-21
• Regulatory AUM: $12.5M
• Discretionary AUM: $12.5M
• Clients: 1
• Accounts: 61

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291681 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search