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LIVET WEALTH, LLC
CRD 337826File 801-134191
APPROVED
Retail clients
Custody
Filing as of Jul 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$330.5M
Below cohort median (national)
Discretionary AUM
$329.8M
Non-discretionary $716K
Clients
134
500 accounts
Employees
3
Below cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Aug 20, 2025
- Principal office
- 1642 E SPANISH FORK PKWY, SUITE 201, SPANISH FORK, UT, 84660
- Phone
- 801-893-8320
- Website
- https://www.livetwealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $330.5M
- Discretionary AUM
- $329.8M
- Non-discretionary AUM
- $716K
- Discretionary accounts
- 499
- Non-discretionary accounts
- 1
- Total accounts
- 500
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 65 | $301.8M |
| Individuals (other than high net worth individuals) | 69 | $28.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.