Infiniti Wealth Management

Overview

Infiniti Wealth Management is an independent, individual-owned limited liability firm that has been SEC-registered since 2008. The adviser works primarily with individuals and families and delivers financial planning and portfolio management services, including work for small-business owners. Its fee menu includes percentage-of-AUM billing as well as hourly and fixed-fee arrangements. The firm does not present itself as a capital allocator to third-party private managers and is not designated as an active ESG investor. It appears to operate under a single-state registration profile rather than as a multi-state adviser. Custody and execution appear centralized through a primary custodian relationship (see Assets & Accounts).

Assets & Accounts

Public Holdings

Investments & Alternatives