Overview
Assets Under Management: $152 million
Headquarters: LOVELAND, OH
High-Net-Worth Clients: 46
Average Client Assets: $3 million
Frequently Asked Questions
INFINITY WEALTH COUNSEL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #171959), INFINITY WEALTH COUNSEL, LLC is subject to fiduciary duty under federal law.
INFINITY WEALTH COUNSEL, LLC is headquartered in LOVELAND, OH.
INFINITY WEALTH COUNSEL, LLC serves 46 high-net-worth clients according to their SEC filing dated February 24, 2026. View client details ↓
According to their SEC Form ADV, INFINITY WEALTH COUNSEL, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
INFINITY WEALTH COUNSEL, LLC manages $152 million in client assets according to their SEC filing dated February 24, 2026.
According to their SEC Form ADV, INFINITY WEALTH COUNSEL, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.20
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 422
Discretionary Accounts: 421
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 171959
Filing ID: 2052085
Last Filing Date: 2026-02-24 14:06:27