Livet Wealth, LLC

RIASEC Registered
Total AUM
$335M
Discretionary
$334M
100% of AUM
Avg account
$649K
Accounts
516
Employees
3
Advisory reps
3

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
  • HNWI91.23%
  • Individuals8.77%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Livet Wealth, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm is owned by an individual and focuses on serving individuals and family clients. Its advisory offerings include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of outside advisers. Livet Wealth charges a mix of percentage-of-AUM, hourly, and fixed fees and positions itself as a capital allocator that places client capital with third‑party managers when appropriate. The firm does not list ESG investing as an active focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 54%, Exchange Traded Equities 17%, Other 9%, Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 5%, State & Local Bonds 4%, Private Funds 3%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Derivatives 1%54%
  • Public Funds/Mutual Funds54%
  • Exchange Traded Equities17%
  • Other9%
  • Investment Grade Corp Bonds5%
  • Cash & Cash Equivalents5%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 78

Active vs passive

$176M in ETFs

Passive

98%

$173M

Active

0%

$3.2M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD CHARLOTTE FUNDS (BNDX)VanguardPassiveGlobal Bond USD Hedged$14.5M309,8928.26%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth