Livet Wealth, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 337826
· SEC file 801-134191
· Spanish Fork, UT
· www.livetwealth.com
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ADV data as of Jul 10, 2026
- Regulatory AUM
- $331M
- Discretionary
- $330M
- Clients
- 134
- Avg AUM / client
- $2.5M
- Accounts
- 500
- Employees
- 3
AUM over time
$0
$331M
Jul 2025
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 69 | $28.7M | 8.7% |
| High net worth individuals | 65 | $302M | 91.3% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hyrum Legrand Smith | Registered representative | CFP | Aug 2025 (1y) | |
| Wyatt Gordon Livingston | Registered representative | CFP | Aug 2025 (1y) | |
| Quincey Hansen | Registered representative | Apr 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 963 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $314M (95% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗