LIVET WEALTH, LLC

LIVET WEALTH, LLC of SPANISH FORK, UT is an SEC-registered investment adviser (CRD 337826). Regulatory assets under management: $330.5M.

Registration

• CRD: 337826
• SEC file number: 801-134191
• Type: Registered investment adviser
• Location: 1642 E SPANISH FORK PKWY, SUITE 201, SPANISH FORK, UT, 84660
• Phone: 801-893-8320
• Latest filing: 2026-07-10
• Regulatory AUM: $330.5M
• Discretionary AUM: $329.8M
• Non-discretionary AUM: $716K
• Clients: 3
• Accounts: 500

Business model

Compensation: % of AUM, Hourly, Fixed.

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

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337826 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search