# Infiniti Wealth Management

> Infiniti Wealth Management is an SEC-registered investment advisory firm in Brewster, NY, registered since 2008, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 127216
- Filed as: INFINITI WEALTH MANAGEMENT
- Legal name: Durante & Waters, LLC
- Also doing business as: BEACON HILL PRIVATE WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Brewster, NY
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/127216
- AdvisorCensus page: https://advisorcensus.com/firm/infiniti-wealth-management-brewster-ny-127216

## Quick answers

**How is Infiniti Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Infiniti Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Infiniti Wealth Management charge?**
Its Form ADV Part 2A brochure dated February 6, 2026 states: Flat fee: $1,000 to $8,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Infiniti Wealth Management located?**
Infiniti Wealth Management's principal office is in Brewster, NY, according to its Form ADV.

**Is Infiniti Wealth Management registered with the SEC or a state?**
Infiniti Wealth Management is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 127216.

**How much does Infiniti Wealth Management manage?**
Infiniti Wealth Management reports $187,437,448 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (100% discretionary).

**How have Infiniti Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Infiniti Wealth Management: Regulatory assets under management: $127,309,399 in the October 2021 data and $187,437,448 in the October 2026 data, up 47%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Infiniti Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (130); high net worth individuals (41).

**Which custodians does Infiniti Wealth Management use?**
Infiniti Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Infiniti Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/127216

**What changed in Infiniti Wealth Management's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $160,651,647 to $187,437,448 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 6, 2026)

- Minimum annual fee: $6,000

> As a condition for starting and maintaining a relationship, Durante & Waters generally imposes a minimum annual fee of $ 6,000.

> Durante & Waters, in its sole discretion, may waive its minimum annual fee based upon certain criteria including anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre -existing client, account retention, and pro bono activities.

- Flat fee: $1,000 to $8,000 (financial planning and consulting services)

> These fees are negotiable, but generally range from $1,000 to $8,000 on a fixed fee basis and/or from $150 to $300 on an hourly rate basis, depending upon the level and scope of the services

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $187,437,448
- Discretionary: $187,437,448
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 130 | $46,929,610 |
| High net worth individuals | 41 | $140,507,838 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2008 (18 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, NH, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- infinitiwealthmanagement.com
- iwmria.com
- Facebook @INFINITI-WEALTH-MANAGEMENT-168452696500515
- LinkedIn @1515909

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $127,309,399 | 5 | April 16, 2021 |
| October 2022 | $155,492,849 | 5 | April 19, 2022 |
| October 2023 | $125,981,818 | 5 | February 28, 2023 |
| October 2024 | $141,322,649 | 5 | May 30, 2024 |
| October 2025 | $160,651,647 | 5 | March 3, 2025 |
| October 2026 | $187,437,448 | 5 | February 6, 2026 |

Regulatory assets under management: $127,309,399 in the October 2021 data and $187,437,448 in the October 2026 data, up 47%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $160,651,647 to $187,437,448 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Infiniti Wealth Management (CRD 127216): Form ADV filing data as of October 2026.