Livet Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Livet Wealth provides financial planning and portfolio management to individuals (including high‑net‑worth clients), trusts and estates, and retirement plans, and offers ERISA 3(21) and 3(38) plan services. Its wealth management program combines planning and investment management across tiered service levels (Foundation, Comprehensive, Flagship) to align services with client needs.
The firm builds portfolios using Modern Portfolio Theory, documents objectives with risk questionnaires and investment policy statements, and typically manages accounts on a discretionary basis with periodic rebalancing and reviews. It also uses margin/borrowing in some separately managed accounts when appropriate and may appoint independent sub‑advisers to implement or manage portions of client portfolios.
Distinctive features include ownership by a related holding entity and routine engagement with other registered advisers through sub‑advisory arrangements, sometimes granting those advisers discretionary authority—an ownership and multi‑adviser structure that is less common among peers. The Flagship offering provides access to qualified alternative investments and oversight of personalized alternative portfolios, and the firm manages roughly $335 million across a three‑advisor team.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning services with fees paid 50% in advance and balance upon delivery; Ongoing Financial Planning fees range from $100 to $2,000 initial fee, plus $1,800 to $24,000 annually.
$0 - $1,000,000: 1.00% annually $1,000,000.01 - $4,000,000: 0.75% annually $4,000,000.01 - $10,000,000: 0.50% annually Above $10,000,000+: 0.25% annually
Hourly financial planning fees up to $300 per hour.
Minimum fee: For clients below $300,000 AUM, a separate monthly financial planning fee of up to $250 may be charged.
Main office
1642 E Spanish Fork Pkwy, Suite 201
Spanish Fork UT 84660
Advisors at this office
3
Most active in
California · Nevada · Texas · Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
Advisors at this firm
Hyrum S
CFP®
Spanish Fork, UT
Livet Wealth, LLC
Hyrum Smith is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Livet Wealth, LLC. He has previously worked at Blue Barn Wealth, LLC, and operates his own advisory firm, Hyrum L Smith, LLC. Livet Wealth provides financial planning and portfolio management services to individuals, trusts, estates, and retirement plans, employing Modern Portfolio Theory and a tiered service model to tailor offerings to client needs. The firm manages accounts on a discretionary basis and features a multi-adviser structure, with approximately $335 million in assets under management across three advisors.
Quincey H
Series 65
Spanish Fork, UT
Livet Wealth, LLC
Quincey Hansen is a financial advisor at Livet Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Livet Wealth, Hansen worked at Blue Barn Wealth, LLC and has a background that includes a lengthy tenure at Smash Dance Academy. Livet Wealth serves individuals, trusts, estates, and retirement plans, combining financial planning and portfolio management through tiered service levels. The firm uses Modern Portfolio Theory and offers discretionary account management, sub-advisory arrangements, and access to alternative investments within its Flagship program.
Wyatt L
CFP®, Series 65
Spanish Fork, UT
Livet Wealth, LLC
Wyatt Livingston is a CFP® and holds a Series 65 license, with one year of experience in the financial industry. He is currently an advisor at Livet Wealth, LLC and previously held roles at Blue Barn Wealth, LLC and other firms. Outside of advising, he manages a rental business as a sole proprietor. Livet Wealth provides financial planning and portfolio management services to individuals, trusts, estates, and retirement plans. The firm employs a Modern Portfolio Theory investment approach and offers tiered wealth management services tailored to client needs, including access to alternative investments through its Flagship program.
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