Infinity Wealth Coaching, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
5315 S Conquistador St
Las Vegas NV 89148
Advisors at this office
1
Most active in
Nevada
Also doing business as
Infinity Financial Group, LLC · Infinity Wealth Coaching, LLC
Disclosures
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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:
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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