LIVET WEALTH, LLC

RIASEC RegisteredEst. 2025
Total AUM
$322M
Discretionary
$322M
100% of AUM
Avg account
$664K
Accounts
485
Employees
3
Advisory reps
3

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
  • HNWI91.59%
  • Individuals8.41%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Livet Wealth, LLC is an independent registered investment adviser that describes itself as a capital allocator focused on individual and family clients. The firm is SEC-registered (2025) and organized as a limited liability company with individual ownership. Its client-facing services center on comprehensive financial planning and discretionary portfolio management for individuals and small businesses, alongside the selection of third‑party advisers and some pension consulting work. Fee structures include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 54%, Exchange Traded Equities 17%, Other 9%, Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 5%, State & Local Bonds 4%, Private Funds 3%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Derivatives 1%54%
  • 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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 74

Active vs passive

$157M in ETFs

Passive

98%

$154M

Active

0%

$3.1M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD CHARLOTTE FUNDS (BNDX)VanguardPassiveGlobal Bond USD Hedged$12.6M262,5478.05%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth