# Infinity Wealth Management, Inc.

> 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.

- CRD: 171510
- Filed as: INFINITY WEALTH MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171510
- AdvisorCensus page: https://advisorcensus.com/firm/infinity-wealth-management-inc-denver-co-171510

## Quick answers

**How is Infinity Wealth Management, Inc. compensated?**
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.

**Where is Infinity Wealth Management, Inc. located?**
Infinity Wealth Management, Inc.'s principal office is in Denver, CO, according to its Form ADV.

**Is Infinity Wealth Management, Inc. registered with the SEC or a state?**
Infinity Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171510.

**How much does Infinity Wealth Management, Inc. manage?**
Infinity Wealth Management, Inc. reports $62,505,646 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**What types of clients does Infinity Wealth Management, Inc. serve?**
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).

**Does Infinity Wealth Management, Inc. report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Commissions

### Regulatory assets under management (Item 5.F)
- Total: $62,505,646
- Discretionary: $62,505,646
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 692 | $56,120,791 |
| High net worth individuals | 3 | $6,130,902 |
| Charitable organizations | 3 | $253,953 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/171510

### Websites listed on Form ADV (Item 1.I)
- infinitywealth.net
- Facebook @INFINITYWEALTH.NET

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Infinity Wealth Management, Inc. (CRD 171510): Form ADV filing data as of October 2026.