MIFI Wealth, LLC

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Client assets under management

$66,300,000

Clients

37% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$1,227,778

About

MIFI Wealth, LLC provides discretionary investment management to individuals (including high-net-worth clients), retirement and profit-sharing plans, trusts, and charitable institutions, managing roughly $66.3 million for about 54 clients through a four-advisor team. The firm emphasizes portfolio management rather than standalone financial planning, although it may provide planning-related advice incidental to its investment services.

The firm uses an open-architecture approach, developing in-house asset allocation models or engaging sub-advisors and third-party managers to construct portfolios primarily using ETFs and mutual funds, and may allocate to separately managed accounts or private investments. Portfolios can be actively managed using techniques such as fundamental, technical, and cyclical analysis, and the firm discloses that strategies may involve frequent trading and selective use of structured notes.

A distinctive feature is that firm principals maintain active insurance licenses and the firm acts as an insurance broker, receiving commissions for insurance and life insurance sales—an arrangement the brochure discloses as additional compensation and a potential conflict to be managed. The firm’s willingness to purchase structured notes and participate in private placements, with their associated issuer counterparty, liquidity, and tax considerations, is another notable aspect clients are asked to review with the firm.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management

Fee options

Percentage

$0 - $2,500,000: 1.00% per annum $2,500,000 - $5,000,000: 0.75% per annum $5,000,000 - $10,000,000: 0.50% per annum $10,000,000+: 0.25% per annum

Other

Account minimum: $400,000.00 Minimum fee: Minimum quarterly fee of $1,000

Main office location

MIFI Wealth, LLC

2028 17 Th Street

Boulder CO 80302, United States

Number of offices

Most active in

Colorado

Disclosures

Business activities & affiliations

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.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 303-449-6125

Advisors at this firm

Abraham H

Series 65

Boulder, CO

MIFI Wealth, LLC

Abraham Halpern is a financial advisor at MIFI Wealth, LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at Saturdays NYC, the Fashion Institute of Technology, and Western Washington University. MIFI Wealth provides discretionary investment management to individuals, retirement plans, trusts, foundations, and institutions. The firm employs an open-architecture allocation approach that incorporates in-house models, sub-advisors, and active strategies, while also acting as an insurance broker and focusing on individualized portfolios and select structured products.

Active portfolio management

Jesse G

Series 65

Boulder, CO

MIFI Wealth, LLC

Jesse Grimes is a financial advisor at MIFI Wealth, LLC in Boulder, CO, with 17 years of industry experience. He holds a Series 65 designation and has been associated with Highlander Wealth Services, LLC since 2008. MIFI Wealth provides discretionary investment management to a diverse client base including high-net-worth individuals, retirement plans, trusts, and institutions. The firm employs an open-architecture allocation approach, utilizing both in-house models and third-party strategies, and offers customized portfolios with selective use of structured products and private investments.

Active portfolio management

Solomon H

Series 65

Boulder, CO

MIFI Wealth, LLC

Solomon Halpern is a financial advisor at MIFI Wealth, LLC in Boulder, CO, holding a Series 65 designation with 23 years of industry experience. He has been with Highlander Wealth Services, LLC since 2009. MIFI Wealth provides discretionary investment management to individuals, retirement plans, trusts, foundations, and institutions. The firm uses an open-architecture allocation approach and offers active strategies including charting, fundamental and technical analysis, and cyclical analysis, focusing on individualized portfolios and select access to structured products and private investments.

Active portfolio management

Finnian S

Series 65

Boulder, CO

MIFI Wealth, LLC

Finnian Stack is a financial advisor at MIFI Wealth, LLC with a Series 65 designation and no prior industry experience. He has served as director of operations and finance at Mellow LLC, a climbing media and apparel company, since 2022. MIFI Wealth provides discretionary investment management to individual clients, retirement plans, trusts, foundations, and other institutions. The firm employs an open-architecture allocation approach that includes active strategies and offers access to structured products and private investments.

Active portfolio management

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