INFINITY WEALTH MANAGEMENT, INC.

Overview

Infinity Wealth Management, Inc. is a small, privately owned advisory corporation that focuses on portfolio management for individuals and small businesses while also serving some institutional clients. The firm operates on a blended fee model—percentage of AUM plus commissionable products—reflecting a mix of discretionary advisory relationships and transactional business. Filings show a clear equity preference: the firm allocates the bulk of client assets to exchange-traded equities and ETFs, favoring liquid, publicly traded instruments for core portfolios. The firm maintains ties to the insurance industry, which helps explain the use of annuities alongside traditional investment products. Infinity Wealth Management, Inc. does not identify as an active ESG investor and is not registered as a multi-state adviser according to its disclosures. Its operating profile points to an emphasis on client-level portfolio management rather than large-scale capital allocation into private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices