Infinity Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Infinity Private Wealth provides portfolio management, financial planning, and consulting to individuals, high‑net‑worth clients, foundations, trusts, estates, corporations and other business entities. The firm offers discretionary investment management and project‑based financial planning while relying on qualified custodians to hold client assets rather than acting as custodian itself.
The firm’s investment process blends fundamental, technical, cyclical and economic analysis and employs both long‑ and short‑term strategies, strategic asset allocation, and the use of third‑party independent managers when appropriate. It typically recommends a major institutional custodian for trading and custody while performing ongoing portfolio reviews and reporting to clients.
A distinctive feature disclosed in the brochure is common ownership with an affiliated broker‑dealer and a co‑owned sell‑side M&A advisory, and the firm’s managing principal also operates in a registered‑representative capacity for the affiliated broker‑dealer—allocating a majority of his time (about 60%) to that role and implementing commissionable transactions in that separate capacity, which the firm identifies as a potential conflict. The firm is recently formed and reported no assets under management or clients on its filing, and its chief investment and compliance officer holds the CFA charter.
Client services
Expertise
Occupation focus
Fee options
Consulting Fees: Fixed fees determined in advance based on the agreement and complexity, with amounts paid in advance not exceeding $500 per client and 6 months in advance.
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $20,000,000: 0.50% $20,000,001+: 0.30%
Financial Planning and Consulting: $350-$500 per hour depending on expertise and experience.
Fee-only: Financial Planning: $350-$500 per hour; Consulting: $350-$500 per hour; Fixed fees for consulting services determined in advance; Fees may be waived or reduced.
Main office
499 W Sheridan Ave, Suite 1210
Oklahoma City OK 73102
Advisors at this office
1
Most active in
Oklahoma · Texas
Also doing business as
Infinity Private Wealth · Infinity Private Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory 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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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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