VIVERE WEALTH MANAGEMENT LLC

Overview

Vivere Wealth Management LLC is a small, independent registered investment adviser organized as an LLC that focuses on individualized planning and portfolio management for private clients and small businesses. The firm positions itself as a capital allocator, combining fee-for-service financial planning with discretionary portfolio management and the selection of third‑party advisers. Advisory services include financial planning, ongoing portfolio management, adviser selection, and client education through seminars or workshops. Fee arrangements are flexible: percentage of assets under management, hourly charges, and fixed fees are all used. Vivere does not identify as an active ESG investor. With a very concentrated client base, the firm appears to deliver high-touch advice and customized allocations rather than running large model portfolios for mass-market clients. Public mutual funds make up the bulk of invested assets, but the firm also allocates to a range of third‑party alternative managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices