# Lefils Wealth Management LLC

> Lefils Wealth Management LLC is a state-registered investment advisory firm in Orange City, FL, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 21, 2026.

- CRD: 291681
- Filed as: LEFILS WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Orange City, FL
- Filing period: October 2026
- Form ADV filing dated: March 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/291681
- AdvisorCensus page: https://advisorcensus.com/firm/lefils-wealth-management-llc-orange-city-fl-291681

## Quick answers

**How is Lefils Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lefils Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lefils Wealth Management LLC located?**
Lefils Wealth Management LLC's principal office is in Orange City, FL, according to its Form ADV.

**Is Lefils Wealth Management LLC registered with the SEC or a state?**
Lefils Wealth Management LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 291681.

**How much does Lefils Wealth Management LLC manage?**
Lefils Wealth Management LLC reports $12,495,786 in regulatory assets under management in its Form ADV filing dated March 21, 2026 (100% discretionary).

**What types of clients does Lefils Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29).

**Does Lefils 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/291681

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $12,495,786
- Discretionary: $12,495,786
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $7,850,613 |
| High net worth individuals | Fewer than 5 | $4,065,579 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $579,594 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lefilscpa.com/financial.php

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lefils Wealth Management LLC (CRD 291681): Form ADV filing data as of October 2026.