LIV Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,651,710
Clients
19
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
19
TypicalAverage account size
$613,248
About
The firm provides comprehensive financial planning and ongoing portfolio management to individuals, high‑net‑worth clients, small businesses, and retirement plans. Services described in its brochure include cash‑flow and debt analysis, retirement and estate planning, investment consultation, and implementation of portfolios using mutual funds, ETFs, individual securities, and institutional investment managers.
Its investment approach blends Modern Portfolio Theory, Core‑plus‑Satellite, and passive strategies, with customized asset allocations based on client objectives, time horizon, and risk tolerance and with scenario analysis and stress testing to address tail‑risk. The firm manages accounts on both discretionary and non‑discretionary bases, conducts due diligence on sub‑advisers, and generates written plans and periodic reviews for clients.
Compared with peers, the firm is notable for actively serving pension and profit‑sharing plan clients and offering pension consulting and plan‑sponsor services — including IPS development, benchmarking, vendor RFP support, and the option to serve as an ERISA fiduciary. The firm is newly formed and operates at a boutique scale (managing roughly $11.7 million across a small client base), and the principal maintains outside community‑building and fitness business interests and an insurance license, which the firm discloses and manages as potential conflicts.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Cash flow / budgeting
Debt management
Retirement income strategy
Social Security optimization
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Retired
Fee options
$0 - $500,000: 1.50% annually $500,000 - $1,000,000: 1.30% annually $1,000,000 - $2,500,000: 1.20% annually $2,500,000 - $5,000,000: 0.75% annually $5,000,000+: 0.60% annually
$300 per hour, billed in 30-minute increments
Retainer fee of $3,000 per year, paid monthly at $250/month
Minimum fee: Planning engagement fixed fees range from $2,000 to $7,500; retainer fee $3,000 per year ($250/month) Fee-only: Planning fixed fees $2,000 to $7,500; hourly rate $300/hour billed in 30-minute increments; monthly retainer $250/month
Main office location
LIV Wealth Management
1850 W. Wayzata Blvd, Suite 240
Long Lake MN 55356, United States
Number of offices
1
Most active in
LIV Wealth Management has reported serving >5 clients in these states in the last 12 months.
Minnesota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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