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LIVET WEALTH, LLC

CRD 337826 · SEC 801-134191

Visit website

1642 E SPANISH FORK PKWY, SUITE 201, SPANISH FORK, UT, 84660, United States

Phone

801-893-8320

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$322.2M

Discretionary AUM

$321.5M

Team

3 total employees; 3 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-28

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals65$27.1M
High net worth individuals64$295.1M

States served

CA, NV, UT, TX

All web addresses on file

Official SEC filing: View on IAPD