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 is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm is owned by an individual and focuses on serving individuals and family clients. Its advisory offerings include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of outside advisers. Livet Wealth charges a mix of percentage-of-AUM, hourly, and fixed fees and positions itself as a capital allocator that places client capital with third‑party managers when appropriate. The firm does not list ESG investing as an active focus.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$176M in ETFs
98%
$173M
0%
$3.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD CHARLOTTE FUNDS (BNDX) | Vanguard | Passive | Global Bond USD Hedged | $14.5M | 309,892 | 8.26% |
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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