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AdvisorCensus / Financial advisors / Georgia / Atlanta / Infinity Financial Wealth Management LLC

Infinity Financial Wealth Management LLC

Norcross, GAState-registered investment adviserCRD 337858

Filed as INFINITY FINANCIAL WEALTH MANAGEMENT LLC

Infinity Financial Wealth Management LLC is a state-registered investment advisory firm in Norcross, GA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.

1 year
registered since 2025
$5,100,000
assets under management
2 arrangements
Percentage of assets, Hourly
None
disclosure items (Item 11)

Quick answers

From the filing

How is Infinity Financial Wealth Management LLC compensated?

On its Form ADV (Item 5.E, October 2026), Infinity Financial Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

Where is Infinity Financial Wealth Management LLC located?

Infinity Financial Wealth Management LLC's principal office is in Norcross, GA, according to its Form ADV.

Is Infinity Financial Wealth Management LLC registered with the SEC or a state?

Infinity Financial Wealth Management LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337858.

How much does Infinity Financial Wealth Management LLC manage?

Infinity Financial Wealth Management LLC reports $5,100,000 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (100% discretionary).

What types of clients does Infinity Financial Wealth Management LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31).

Does Infinity Financial Wealth Management LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/337858

What changed in Infinity Financial Wealth Management LLC's recent Form ADV filings?

In the October 2026 filing data: Regulatory assets under management went from $2,900,000 to $5,100,000 (+76%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F
$5,100,000

$5,100,000 as of October 2026, filing dated September 9, 2026.

Discretionary: $5,100,000.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 31 Assets $5,100,000 (100%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Registration and firm details

Items 1, 2, 5
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2025 (1 year)
Employees
Total: 1. Performing investment advisory functions: 1.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
GA

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months
  1. October 2026
    • Regulatory assets under management went from $2,900,000 to $5,100,000 (+76%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
latoyamaddox.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Infinity Financial Wealth Management LLC (CRD 337858): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/infinity-financial-wealth-management-llc-norcross-ga-337858