RIA Intel›Advisers›Ohio›INFINITY WEALTH COUNSEL, LLC

INFINITY WEALTH COUNSEL, LLC

Advisory

N·LOVELAND, OH

Data as of Feb 24, 2026 · Source: SEC Form ADV

Total AUM
$152M
1-Year AUM Growth
+23.7%
3-Year CAGR
+14.2%
Employees
2
Assets Under Management
Total AUM$152M
Discretionary AUM$149M
Non-Discretionary AUM$3M
Discretionary %98%
Total Clients117
Team
Total Employees2
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record8
First FilingJun 15, 2022
Latest FilingFeb 24, 2026
🔒 Full AUM trend chart and 8 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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