LIV WEALTH MANAGEMENT

Overview

LIV Wealth Management operates as a small, independent RIA structured as an LLC and run by an individual owner. The firm serves individual and family clients and positions itself as a capital allocator, combining financial planning and portfolio management with insurance brokerage capabilities. Their advisory mix includes fee-based services (percentage of AUM), hourly work, and fixed-fee engagements, and they also offer selection of other advisers when clients need access to specialist managers. Investment preferences skew toward equities, with a clear tilt to exchange-traded instruments as the core building block of client portfolios. The firm reports discretionary management of client assets, uses separate managed account constructs alongside pooled vehicles, and is not an active ESG investor. Given the insurance brokerage function, annuities appear in the product toolbox for clients with specific income or guaranteed-return objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices