Infinitus Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,921,245
Clients
12
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$493,437
About
Infinitus Wealth Management provides discretionary portfolio management and written financial planning primarily for individual clients and their families, and also offers fee-based financial literacy seminars and educational events. The firm manages roughly $5.9 million for a small client base and conducts account custody and trade execution through a designated broker‑dealer/qualified custodian relationship with Altruist Financial (clearing via First Clearing).
Portfolios are tailored to each client’s objectives and risk tolerance and the firm employs multiple methods of analysis — including fundamental, technical and cyclical approaches — with strategies that range from long‑term holdings to shorter‑term and frequent trading; accounts are reviewed at least quarterly. The firm’s stated investible universe is broad, explicitly listing conventional securities, fixed income, interests in real‑estate partnerships and cryptocurrencies, and it will modify strategies for special situations such as legacy holdings or tax considerations.
Notable operational features include modular financial plans delivered in a two‑session format, a policy to waive or reduce planning fees when clients implement recommendations through the firm, and a formal offering of educational seminars at fixed fees. As a solo, state‑registered adviser, the firm discloses that it does not accept commission‑based compensation for product sales and does not vote client proxies, leaving proxy voting and final implementation decisions to clients.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
General retirement planning
Concentrated stock management
Fee options
Financial planning fixed fees generally range from $200 to $1,500, negotiable, based on client's situation and topics covered. Financial literacy educational services fixed fees generally range from $250 to $750 per hour, negotiable.
$0 - $999,999.99: 1.0% $1,000,000 - $4,999,999.99: 0.95% $5,000,000 - $9,999,999.99: 0.90% $10,000,000+: 0.80%
Account minimum: $50,000
Main office location
Infinitus Wealth Management LLC
55 Music Square E, Suite B
Nashville TN 37203, United States
Number of offices
1
Most active in
Infinitus Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Ohio · Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Quick links
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