# Infinity Wealth Management

Infinity Wealth Management is a RIA based in Loveland.

## Overview

- **Organization type:** RIA
- **Headquarters:** Loveland
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** infinitywealth.com
- **LinkedIn:** https://www.linkedin.com/company/infinity-wealth-management-inc

## Regulatory record

- **CRD number:** 171510
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171510

## About

Infinity Wealth Counsel is a Cincinnati-based financial advisory firm and Registered Investment Advisor providing financial planning and investment management services to families and small businesses. As a fee-only RIA it is held to a fiduciary standard of care and creates investment plans tailored to clients' specific goals.

## Sectors

- families and small businesses

## People

- Chris Oberholzer — Founder, Certified Financial Planner
- Matt Oberholzer — Financial Planner, Certified Financial Planner
- Carol Oberholzer — Operations Manager
- Jess Reese — Client Service Representative

## Questions

### What is known about Infinity Wealth Management's investment strategy?

No public information exists regarding the firm's asset-class preferences, stage focus, or deployment model. The firm has not disclosed any investment holdings or partnerships.

### Who manages Infinity Wealth Management?

No named principals or executives are publicly associated with Infinity Wealth Management. The firm's governance and leadership structure remain undisclosed.

### What is Infinity Wealth Management's AUM?

The firm has not published an AUM figure. AUM is listed as 'Undisclosed' with no third-party estimates available.

### Does Infinity Wealth Management have any known portfolio companies?

No portfolio companies or direct investments have been publicly identified. The firm's investment activity is not documented in available sources.

## Related profiles

- [Bright Star Capital Management](https://altss.com/profile/bright-star-capital-management-llc)
- [Carolina Qualified Retirement Plan Advisers, LLC](https://altss.com/profile/carolina-qualified-retirement-plan-advisers-llc)

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Last updated: 2026-08-11T15:07:05.535Z

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