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INFINITY WEALTH COUNSEL, LLC

CRD 171959 · SEC 801-126090

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433 WEST LOVELAND AVE, SUITE 100, LOVELAND, OH, 45140, United States

Phone

513-563-3500

Fax

513-258-0684

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$151.9M

Discretionary AUM

$148.8M

Team

4 total employees; 2 advisory reps; 4 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals79$26.6M
High net worth individuals46$118.8M

States served

CA, IN, KY, OH, TX, NH

All web addresses on file

Official SEC filing: View on IAPD