← Back to list

INFINITY WEALTH COUNSEL, LLC

UUIDfc1176f1-1d36-51a9-add7-3db96cde87bc
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:52
Updated2025-10-23 02:23:52

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 171959 171959 1.0
sec_file_number 801-126090 801-126090

Profile

WebsiteHTTPS://WWW.INFINITYWEALTHCOUNSEL.COM
HQ CityLOVELAND
HQ StateOH
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)132,617,856.0
  • RAUM (discretionary)129,323,294.0
  • Actionable assets102,094,274.0
  • Accounts360.0

Institutional Clients

  • Government AUM
  • Pension AUM3,749,046.0
  • Charitable AUM2,588,789.0
  • HNW AUM95,677,782.0

As of 2025-03-13 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.