A complete list of active advisors currently associated with Livet Wealth, LLC

Warmer can help you find a great advisor at Livet Wealth, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Livet Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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