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
- HNWI91.59%
- Individuals8.41%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Livet Wealth, LLC is an independent registered investment adviser that describes itself as a capital allocator focused on individual and family clients. The firm is SEC-registered (2025) and organized as a limited liability company with individual ownership. Its client-facing services center on comprehensive financial planning and discretionary portfolio management for individuals and small businesses, alongside the selection of third‑party advisers and some pension consulting work. Fee structures include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Contacts
3 of 3Quincey Hansen
Associate AdvisorCRD 8261694
HYRUM SMITH
Owner and Senior AdvisorCRD 6418090
Wyatt Livingston
AdvisorCRD 7783722
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$157M in ETFs
98%
$154M
0%
$3.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD CHARLOTTE FUNDS (BNDX) | Vanguard | Passive | Global Bond USD Hedged | $12.6M | 262,547 | 8.05% |
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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