SPANISH FORK, UTCRD 337826Latest ADV April 28, 2026
Livet Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Spanish Fork, UT. Its latest Form ADV filing, dated April 28, 2026, reports $322M in regulatory assets under management, 3 employees, 2 offices, and 485 accounts.
Assets Under Management
$322M
Employees
3
Offices
2 offices
Total Clients
129
Primary office
SPANISH FORK, UT
1642 E SPANISH FORK PKWY, SUITE 201, SPANISH FORK, UT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.4% of total clients.
Top client categories% of clientsClients
1
Individuals
50.4%
65
2
HNWI
49.6%
64
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$322Mas of April 28, 2026
Discretionary99.8%
$322M
100% of total RAUM99.8%
Non-discretionary0.2%
$669K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$322M
Total Accounts485
10Y AUM Change+$322M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee43:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.