Infinity Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$62,251,693
Clients
695
Advisors
3
of 3 employees
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
Expertise
Fee options
1.00% to 1.50% annually
Insurance commissions from sales of insurance products separate from advisory fees.
Main office
9101 East Kenyon Ave., Suite 1100
Denver CO 80237
Advisors at this office
3
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
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.
Forms ADV
Quick links
Advisors at this firm
Gary W
Series 63, Series 65
Denver, CO
Infinity Wealth Management, Inc.
Gary Wayne is a financial advisor with Infinity Wealth Management, Inc. in Denver, CO, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Infinity Wealth Management for 10 years and owns Integrity Debt Solutions, LLC, a debt settlement company assisting consumers in Texas with unsecured debt reduction. Infinity Wealth Management provides personalized portfolio management primarily using mutual funds and variable annuities. The firm serves individual clients with a focus on asset allocation tailored to client-specific goals, risk tolerance, and time horizon, managing about $62.5 million in discretionary assets across roughly 695 client accounts.
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.
Bemelekot T
Series 63, Series 65
Denver, CO
Infinity Wealth Management, Inc.
Bemelekot Tewahade is a financial advisor at Infinity Wealth Management, Inc. in Denver, CO, holding Series 63 and Series 65 licenses with 27 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 focusing on Ethiopian and African history, and he serves as a deacon at Agape Church. Infinity Wealth Management provides personalized portfolio management to individual clients, focusing on asset allocation tailored to client goals and risk tolerance. The firm manages approximately $62.5 million in discretionary assets across about 695 client relationships.
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