INFINITUS WEALTH MANAGEMENT LLC

Overview

Infinitus Wealth Management LLC is a small, independent registered investment adviser that focuses on serving individual and family clients through fee-based planning and discretionary portfolio management. The firm combines traditional financial planning and model portfolio management with periodic client education—publishing newsletters and running seminars—while also acting as a salesperson for other financial products. Its stated investment tilt is toward equities, and the firm is not positioned as an ESG-focused or multi-state adviser. Fee arrangements include both a percentage-of-AUM component and fixed fees, and the firm operates under individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices