Vivere Wealth Management LLC

Overview

Vivere Wealth Management LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and describes itself as a capital allocator, meaning it sources and places client capital with third-party managers in addition to managing portfolios directly. Its fee schedules include percentage-of-assets under management, hourly charges, and fixed-fee engagements. Core advisory services listed are financial planning, portfolio management for individuals and small businesses, manager selection, and client education through seminars or workshops. The firm is not an active ESG investor and does not identify as a multi-state or newly formed adviser. Industry affiliations include relationships with a law firm and an insurance company, which may support client needs around legal and insurance planning in addition to investment management.

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Public Holdings

Investments & Alternatives