LEFILS WEALTH MANAGEMENT LLC

Overview

Lefils Wealth Management LLC is an independent, owner-operated registered investment adviser that focuses on working with individual and family clients. The firm acts as a capital allocator and runs discretionary portfolios, with a stated preference toward equities. Its advisory services center on financial planning, portfolio management for individuals and small businesses, selecting outside advisers when needed, and delivering educational seminars and workshops. Lefils uses a mix of fee models — percentage of AUM, hourly charges and fixed fees — which supports both ongoing portfolio relationships and modular planning or consulting engagements. The firm lists an industry affiliation with an accountant, indicating routine collaboration on tax and reporting matters. Lefils is not positioned as an ESG-focused manager, does not identify as a multi-state adviser, and does not serve as a pension consultant.

Assets & Accounts

Public Holdings

Location & Offices