# Livet Wealth, LLC

> 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.

- CRD: 337826
- Filed as: LIVET WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Spanish Fork, UT
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337826
- AdvisorCensus page: https://advisorcensus.com/firm/livet-wealth-llc-spanish-fork-ut-337826

## Quick answers

**How is Livet Wealth, LLC compensated?**
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).

**How much does Livet Wealth, LLC charge?**
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.

**Where is Livet Wealth, LLC located?**
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).

**Is Livet Wealth, LLC registered with the SEC or a state?**
Livet Wealth, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337826.

**How much does Livet Wealth, LLC manage?**
Livet Wealth, LLC reports $335,074,789 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (100% discretionary).

**What types of clients does Livet Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (72); high net worth individuals (66).

**Which custodians does Livet Wealth, LLC use?**
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.

**Does Livet Wealth, LLC report any disciplinary disclosures?**
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

**What changed in Livet Wealth, LLC's recent Form ADV filings?**
In the May 2026 filing data: Employees performing advisory functions went from 2 to 3. Registered or notice-filed in NV.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 31, 2026)

- Hourly rate: $300 an hour (Financial Planning Services)

> 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

- Subscription: $1,800 to $24,000 a year (annual fee for the Ongoing Financial Planning Engagement)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $335,074,789
- Discretionary: $334,337,825
- Non-discretionary: $736,964

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 72 | $29,372,994 |
| High net worth individuals | 66 | $305,701,795 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NV, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Salt Lake City, UT

### Websites listed on Form ADV (Item 1.I)
- livetwealth.com

## Changes in the filing (last 12 months)

### May 2026
- Employees performing advisory functions went from 2 to 3.
- Registered or notice-filed in NV.

### March 2026
- Added an office in Salt Lake City, UT.

### January 2026
- Regulatory assets under management went from $0 to $314,084,040.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Livet Wealth, LLC (CRD 337826): Form ADV filing data as of October 2026.