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
- HNWI91.23%
- Individuals8.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Livet Wealth, LLC operates as an independent registered investment adviser focused on serving individuals and families. The firm describes itself as a capital allocator and provides a mix of fee arrangements (percentage of AUM, hourly, and fixed fees). Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting among the services it lists; however, it is not designated as a pension consultant on its filings. The firm is not an ESG-focused investor and is not registered as a multi-state adviser. Livet Wealth became SEC-registered in 2025 and identifies its ownership as individual.
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
Hyrum Smith
Owner and Senior AdvisorCRD 6418090
Wyatt Livingston
AdvisorCRD 7783722
Quincey Hansen
Associate AdvisorCRD 8261694
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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