{
  "crd_number": 171510,
  "slug": "infinity-wealth-management-inc-denver-co-171510",
  "primary_business_name": "INFINITY WEALTH MANAGEMENT, INC.",
  "legal_name": "INFINITY WEALTH MANAGEMENT, INC.",
  "dbas": [],
  "city": "Denver",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2014-08-14",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-04-01",
  "carried_forward": false,
  "raum_total": 62505646.0,
  "raum_discretionary": 62505646.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 253953.0,
      "count": 3,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 56120791.0,
      "count": 692
    },
    "high_net_worth_individuals": {
      "raum": 6130902.0,
      "count": 3,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "commissions",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CO"
  ],
  "websites": [
    "https://facebook.com/INFINITYWEALTH.NET",
    "https://infinitywealth.net"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171510",
  "disclosure_items": [
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "DENVER",
  "url": "https://advisorcensus.com/firm/infinity-wealth-management-inc-denver-co-171510",
  "display_name": "Infinity Wealth Management, Inc.",
  "summary": "Infinity Wealth Management, Inc. is a state-registered investment advisory firm in Denver, CO, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.",
  "citation": "AdvisorCensus. Infinity Wealth Management, Inc. (CRD 171510): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Commissions"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Infinity Wealth Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Infinity Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Infinity Wealth Management, Inc. located?",
      "a": "Infinity Wealth Management, Inc.'s principal office is in Denver, CO, according to its Form ADV."
    },
    {
      "q": "Is Infinity Wealth Management, Inc. registered with the SEC or a state?",
      "a": "Infinity Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171510."
    },
    {
      "q": "How much does Infinity Wealth Management, Inc. manage?",
      "a": "Infinity Wealth Management, Inc. reports $62,505,646 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Infinity Wealth Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (692); high net worth individuals (3); charitable organizations (3)."
    },
    {
      "q": "Does Infinity Wealth Management, Inc. report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/171510"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/infinity-wealth-management-inc-denver-co-171510.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 692,
      "fewer_than_5": false,
      "raum": 56120791.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 3,
      "fewer_than_5": true,
      "raum": 6130902.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 253953.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171510",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}