LIVING ROOM WEALTH MANAGEMENT

LIVING ROOM WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 116014). Regulatory assets under management: $66.4M.

Registration

• CRD: 116014
• Type: Registered investment adviser
• Phone: (859) 801-5466
• Latest filing: 2026-03-11
• Regulatory AUM: $66.4M
• Discretionary AUM: $66.4M
• Clients: 1
• Accounts: 127

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 116014 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search