|
⚲
|
| Livet Wealth LLC
✚
|
|
|---|---|
| CRD # | 337826 |
| SEC # | 801-134191 |
| CIK # | 0002111409 |
| AUM | $322.2 M (2026-04-28) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 801-893-8320 |
| Address | 1642 E Spanish Fork Pkwy Spanish Fork, UT 84660 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Cloudflare Inc | 2.9 | ||
| Global MOFY Metaverse Ltd | 2.7 | ||
| Nvidia Corp | 1.5 | ||
| Microsoft Corp | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 65 | 27.1 |
| (b) Individuals (high net worth individuals) | 64 | 295.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 485 | 322.2 |
| By Discretionary | ||
| Discretionary | 484 | 321.5 |
| Non-Discretionary | 1 | 0.7 |
| Total | 485 | 322.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 322.2 | |
| Total | 485 | 322.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002111409] |
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|---|---|---|
|
Next Level Wealth Planning LLC
✚
|
ID | 0.3 |
|
Carswell Investments LLC
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NY | 0.3 |
|
RBS Wealth Management LLC
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MI | 0.3 |
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Kapstone Financial Advisors LLC
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OH | 0.3 |
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REIK & Co LLC
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0.3 | |
|
Nicholson Wealth Management Group LLC
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SC | 0.3 |
|
Shum Financial Group Inc
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|
CA | 0.3 |
|
BB Graham & Company Inc
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|
CA | 0.3 |
|
HF Advisory Group LLC
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|
MD | 0.3 |
|
Asset Preservation Group Inc
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|
TX | 0.3 |