{
  "crd_number": 337826,
  "slug": "livet-wealth-llc-spanish-fork-ut-337826",
  "primary_business_name": "LIVET WEALTH, LLC",
  "legal_name": "LIVET WEALTH, LLC",
  "dbas": [],
  "city": "Spanish Fork",
  "state": "UT",
  "country": "United States",
  "cbsa_code": "39340",
  "metro": {
    "cbsa_code": "39340",
    "common_name": "Provo",
    "msa_name": "Provo-Orem-Lehi, UT",
    "path": "/advisors/ut/provo"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-08-20",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-08-31",
  "carried_forward": false,
  "raum_total": 335074789.0,
  "raum_discretionary": 334337825.0,
  "raum_non_discretionary": 736964.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 29372994.0,
      "count": 72
    },
    "high_net_worth_individuals": {
      "raum": 305701795.0,
      "count": 66
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "NV",
    "TX",
    "UT"
  ],
  "websites": [
    "https://livetwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337826",
  "city_as_filed": "SPANISH FORK",
  "url": "https://advisorcensus.com/firm/livet-wealth-llc-spanish-fork-ut-337826",
  "display_name": "Livet Wealth, LLC",
  "summary": "Livet Wealth, LLC is an SEC-registered investment advisory firm in Spanish Fork, UT, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 31, 2026.",
  "citation": "AdvisorCensus. Livet Wealth, LLC (CRD 337826): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Livet Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Livet Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Livet Wealth, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated August 31, 2026 states: Hourly rate: $300 an hour (Financial Planning Services); Subscription: $1,800 to $24,000 a year (annual fee for the Ongoing Financial Planning Engagement). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Livet Wealth, LLC located?",
      "a": "Livet Wealth, LLC's principal office is in Spanish Fork, UT, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Livet Wealth, LLC registered with the SEC or a state?",
      "a": "Livet Wealth, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337826."
    },
    {
      "q": "How much does Livet Wealth, LLC manage?",
      "a": "Livet Wealth, LLC reports $335,074,789 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Livet Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (72); high net worth individuals (66)."
    },
    {
      "q": "Which custodians does Livet Wealth, LLC use?",
      "a": "Livet Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Livet Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337826"
    },
    {
      "q": "What changed in Livet Wealth, LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Employees performing advisory functions went from 2 to 3. Registered or notice-filed in NV."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 3.",
        "Registered or notice-filed in NV."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Added an office in Salt Lake City, UT."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $314,084,040."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $300 an hour (Financial Planning Services)",
      "Subscription: $1,800 to $24,000 a year (annual fee for the Ongoing Financial Planning Engagement)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 an hour (Financial Planning Services)"
        ],
        "quotes": [
          "Livet Wealth charges an hourly fee of up to $300 per hour. Prior to entering into an agreement, we provide an estimate of the overall cost of the project"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $1,800 to $24,000 a year (annual fee for the Ongoing Financial Planning Engagement)"
        ],
        "quotes": [
          "The Ongoing Financial Planning Engagement includes an initial fee that ranges from $100 - $2,000 as well as an annual fee that ranges from $1,800 to $24,000 per year."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Financial Planning Services"
        },
        {
          "kind": "subscription",
          "amount": null,
          "min": 1800.0,
          "max": 24000.0,
          "period": "annual",
          "service": "annual fee for the Ongoing Financial Planning Engagement"
        }
      ]
    },
    "quotes": [
      "Livet Wealth charges an hourly fee of up to $300 per hour. Prior to entering into an agreement, we provide an estimate of the overall cost of the project",
      "The Ongoing Financial Planning Engagement includes an initial fee that ranges from $100 - $2,000 as well as an annual fee that ranges from $1,800 to $24,000 per year."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/livet-wealth-llc-spanish-fork-ut-337826.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 72,
      "fewer_than_5": false,
      "raum": 29372994.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 66,
      "fewer_than_5": false,
      "raum": 305701795.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337826",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}