Infinity Wealth Management, Inc. logo

Infinity Wealth Management, Inc.

Updated today

Client assets under management

$62,251,693

Clients

695

0% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

232

Very High

Average account size

$89,571

About

Infinity Wealth Management provides investment advisory services to individual clients through personalized portfolio management, constructing portfolios primarily with mutual funds and variable annuities. As of March 25, 2026, the firm reports about $62.5 million in discretionary assets across roughly 695 client relationships served by three advisors.

The firm’s investment approach centers on asset allocation tailored to each client’s goals, risk tolerance and time horizon, using market research and third‑party analysis and conducting at least quarterly rebalancing and reviews. Clients may impose written investment restrictions, accounts are generally managed on a discretionary basis, and custody/execution is arranged through recommended custodians with regular client reporting.

Distinctive features disclosed in the brochure include the firm’s affiliation with an insurance agency and the fact that advisors may be licensed insurance agents who can receive commissions for insurance sales, a potential conflict of interest the firm discusses. The firm also operates with an unusually high client-to-advisor ratio (roughly 230 clients per advisor) and discloses the owner’s prior cross‑border licensing activity and dual U.S./Canadian citizenship as well as a past FINRA disciplinary action related to that activity.

Client services

Portfolio management

Expertise

Annuities

Fee options

Percentage

1.00% to 1.50% annually

Commissions

Insurance commissions from sales of insurance products separate from advisory fees.

Main office location

Infinity Wealth Management, Inc.

9101 East Kenyon Ave., Suite 1100

Denver CO 80237, United States

Number of offices

1

Most active in

Colorado

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Gary W

Series 63, Series 65

Denver, CO

Infinity Wealth Management, Inc.

Gary Wayne is a financial advisor at Infinity Wealth Management, Inc. in Denver, CO, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Infinity Wealth Management since 2016. In addition to his advisory role, he owns and operates Integrity Debt Solutions, LLC, a debt settlement company serving consumers in Texas. Infinity Wealth Management provides individualized portfolio management primarily for individual clients, including high-net-worth individuals. The firm focuses on asset allocation tailored to clients’ goals, risk tolerance, and time horizon, using mutual funds, ETFs, and variable annuities, and offers both discretionary and non-discretionary management with periodic account reviews and client meetings.

Annuities
user avatar

Michele P

Series 63, Series 65

Denver, CO

Infinity Wealth Management, Inc.

Michele Pensa is a financial advisor at Infinity Wealth Management, Inc. in Denver, CO, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Infinity Wealth Management since 2005, including through its current iteration since 2017. In addition to her advisory role, Pensa serves as an affiliate faculty instructor at Metro State University of Denver. Infinity Wealth Management provides individualized portfolio management primarily for individual and high-net-worth clients, focusing on asset allocation tailored to clients’ goals, risk tolerance, and time horizon. The firm uses mutual funds, ETFs, and variable annuities, offers both discretionary and non-discretionary management, and conducts regular account reviews and rebalancing.

Annuities
user avatar

Bemelekot T

Series 63, Series 65

Denver, CO

Infinity Wealth Management, Inc.

Bemelekot Tewahade is a financial advisor with Infinity Wealth Management, Inc. in Denver, CO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Infinity Wealth Management since 2014. Outside of his advisory role, he owns a Canadian insurance agency and a documentary film company focused on Ethiopian and African history, and serves as a deacon at Agape Church in Aurora, CO. Infinity Wealth Management provides individualized portfolio management primarily for individual and high-net-worth clients, using mutual funds, ETFs, and variable annuities. The firm’s investment approach centers on asset allocation tailored to clients’ goals, risk tolerance, and time horizon, with regular account reviews and rebalancing.

Annuities
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