# MIFI WEALTH, LLC

MIFI WEALTH, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://mifiwealth.com

## Regulatory record

- **CRD number:** 149291
- **SEC file number:** 801-70032
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/149291

## About

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.

## People

- Sol Halpern — President
- Finnian Stack — Investment Advisor
- Jesse Grimes — Principal

## Related profiles

- [Dominion Financial Consultants](https://altss.com/profile/dominion-financial-consultants-llc)
- [Core Financial Planning](https://altss.com/profile/core-financial-planning)

---

Last updated: 2026-08-11T15:07:26.757Z

Canonical page: https://altss.com/profile/mifi-wealth-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology