INFINITY WEALTHCARE, LLC

INFINITY WEALTHCARE, LLC is an SEC-registered investment adviser (CRD 300622). Regulatory assets under management: $21.0M.

Registration

• CRD: 300622
• Type: Registered investment adviser
• Phone: 4044800051
• Latest filing: 2026-02-26
• Regulatory AUM: $21.0M
• Discretionary AUM: $16.6M
• Non-discretionary AUM: $4.4M
• Clients: 1
• Accounts: 58

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300622 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search