Updated:
MIFI WEALTH, LLC
MIFI Wealth is a Mindful Finance company and wealth advisor. MIFI Wealth is reshaping wealth management by bringing awareness of personal experience into...
MIFI WEALTH, LLC
MIFI Wealth is a Mindful Finance company and wealth advisor. MIFI Wealth is reshaping wealth management by bringing awareness of personal experience into finance. They provide tailored investment portfolios and unique investment advice to individuals, families, and organizations, within the context of a non-judgmental understanding of your values and goals. Services include portfolio management, mindful financial planning, family office services, life insurance and long term care, private and corporate consulting, and Anchorpoint tailored guidance for young individuals.
General information
Firm type
RIA
Principals
Sol Halpern
President
Finnian Stack
Investment Advisor
Jesse Grimes
Principal
Frequently asked questions
What is MIFI WEALTH, LLC?
MIFI WEALTH, LLC is a ria tracked on Altss.
What does Altss track for MIFI WEALTH, LLC?
Altss maintains an OSINT-verified profile of MIFI WEALTH, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is MIFI WEALTH, LLC's website?
MIFI WEALTH, LLC's public website is mifiwealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is MIFI WEALTH, LLC?
MIFI WEALTH, LLC is classified by Altss as a RIA.
How does Altss source intelligence on MIFI WEALTH, LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was MIFI WEALTH, LLC's Altss profile last updated?
MIFI WEALTH, LLC's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: