Infinity Wealth Coaching, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,626,759
Clients
35
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
35
TypicalAverage account size
$189,336
About
Infinity Wealth Coaching provides advisory services to individuals, high‑net‑worth individuals, and charitable organizations, offering portfolio analysis (the firm’s “MRI” service), financial strategizing, and referral to third‑party investment advisers. The firm is a solo adviser serving a small client base and reports approximately $6.6 million in assets under management.
IWC generally operates on a non‑discretionary basis and directs clients to a single co‑advisor, with clients investing primarily in that adviser’s mutual funds; the co‑advisor calculates and withdraws investment fees while IWC conducts due diligence and periodic performance reviews. Investment advice is focused on free‑market long‑term funds, insurance products and a long‑term passive orientation informed by modern portfolio theory, and the firm provides its portfolio MRI service to clients at no direct fee.
Distinctive features include the principal’s licensed insurance practice and the recommendation of commissionable insurance and annuity products alongside advisory services, a relationship the firm discloses as a potential conflict of interest. Compared with many independent solo advisers, IWC’s near‑total reliance on non‑discretionary arrangements and an exclusive co‑adviser relationship (with clients’ investments funneled into that manager’s funds) are uncommon operational characteristics.
Client services
Selection of other advisers
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Annuities
Life insurance needs analysis
Fee options
$0 - $500,000: 0.99% $500,000 - $1,000,000: 0.99% $1,000,000 - $4,000,000: 0.75% $4,000,000+: 0.50%
Main office location
Infinity Wealth Coaching, LLC
5315 S Conquistador St
Las Vegas NV 89148, United States
Number of offices
1
Most active in
Infinity Wealth Coaching, LLC has reported serving >5 clients in these states in the last 12 months.
Nevada
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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