LIVING EARTH INVESTMENTS, LLC

RIASEC Registered
Total AUM
$16.2M
Discretionary
$16.2M
100% of AUM
Avg account
$231K
Accounts
70
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
146604
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Living Earth Investments, LLC is structured as a limited liability company and operates as an independent registered investment adviser owned by an individual. The firm focuses on serving individual and family clients and offers financial planning alongside portfolio management for individuals and small businesses. Its reported fee model combines a percentage-of-assets-under-management charge with the possibility of hourly fees. The adviser does not self-identify as an active ESG investor, is not a capital allocator, and does not position itself as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, US Government Bonds 5%, Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 5%85%
  • Exchange Traded Equities85%
  • US Government Bonds5%
  • Investment Grade Corp Bonds5%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • AARON RIVERS

    PresidentCRD 2924597

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth