INFINITY PRIVATE WEALTH

Overview

Infinity Private Wealth is organized as a limited liability company and is owned by an individual. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers, indicating it acts both as a direct adviser and a capital allocator to outside managers or vehicles. Compensation is reported as a percentage of assets under management and on an hourly basis. The firm is not identified as an active ESG investor and is not registered as a multi-state or newly formed adviser in the FINTRX record. An industry affiliation with a broker-dealer is noted, which may reflect an operational or referral relationship rather than custody or clearing arrangements.

Assets & Accounts

Location & Offices