MIFI WEALTH, LLC
Firm details
- Headquarters
- BOULDER, Colorado
- CRD number
- 149291
- Website
- mifiwealth.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.15%
- Individuals18.85%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mifi Wealth, LLC is an independent Registered Investment Advisor organized as an LLC and owned by an individual. The firm serves individual and family clients and offers fee-based advisory services charged as a percentage of assets under management. Core advisory activities are financial planning and portfolio management for individuals and small businesses; the firm also operates as an insurance broker. The firm is not flagged as an active ESG investor and does not identify as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- State & Local Bonds10%
- Cash & Cash Equivalents10%
Contacts
3 of 4SOLOMON HALPERN
PresidentCRD 4232089
Michael Rich
PrincipalCRD 8265807
JESSE GRIMES
PrincipalCRD 5531988
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOULDER, CO
BOULDER
Location
BOULDER, CO
Headquartered in BOULDER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- BOULDER
- Address
- 2028 17th St
- Time zone
- MT (UTC-7)
- Office locations
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