LIV WEALTH MANAGEMENT

LIV WEALTH MANAGEMENT of LONG LAKE, MN is an SEC-registered investment adviser (CRD 334397). Regulatory assets under management: $11.7M.

Registration

• CRD: 334397
• Type: Registered investment adviser
• Location: 1850 W. WAYZATA BLVD, LONG LAKE, MN, 55356
• Phone: 612-940-0908
• Latest filing: 2026-03-30
• Regulatory AUM: $11.7M
• Discretionary AUM: $11.7M
• Clients: 1
• Accounts: 85

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334397 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search