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Building 2LIVET WEALTH, LLC

Map pinSPANISH FORK, UT
Phone801-893-8320
NotebookSEC #801-134191
Total AUM
$322.2M
Employees
3
Clients
129

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1642 E SPANISH FORK PKWY
SUITE 201
SPANISH FORK
UT 84660
United States
Operating Hours
8-5
BY APPOINTMENT ONLY
Phone
801-893-8320
Other Offices
2

ReceiptFinancials

Total AUM
$322.2M
Accounts
485
Discretionary
$321.5M
Accounts
484
Non-Discretionary
$669.4K
Accounts
1

ContactClients

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Individual Clients
65
AUM
$27.1M
HNW Individual Clients
64
AUM
$295.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVTXUT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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