Livet Wealth, LLC
Firm details
- Headquarters
- Spanish Fork, Utah
- CRD number
- 337826
- Registered since
- August 20, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.3%
- Individuals8.7%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Livet Wealth, LLC is an independent, SEC-registered registered investment adviser organized as an LLC. The firm positions itself as a capital allocator for individual and family clients and combines financial planning with discretionary portfolio management and adviser selection. Its advisory services list includes financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Livet Wealth charges clients through a mix of percentage-of-AUM fees, hourly fees, and fixed fees. The firm is not an active ESG investor and reports operating from a single office.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities17%
- Other9%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
Contacts
3 of 3
Quincey Hansen
Associate AdvisorCRD 8261694
Hyrum Smith
Owner and Senior AdvisorCRD 6418090
Wyatt Livingston
AdvisorCRD 7783722
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$173M in ETFs
98%
$169M
0%
$3.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD CHARLOTTE FUNDS (BNDX) | Vanguard | Passive | Global Bond USD Hedged | $13.7M | 282,984 | 7.94% |
Location
Spanish Fork, UT
Utah
Location
Spanish Fork, UT
Headquartered in Spanish Fork, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Utah
- Address
- 1642 E Spanish Fork Pkwy
- Time zone
- MT (UTC-7)
- Office locations
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