Vivere Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm works with individuals, married couples, trusts, and estates, offering financial planning, investment advisory services, and portfolio management. It also produces newsletters and holds educational seminars, workshops, and public speaking events, and charges for services via hourly, fixed-fee, or percentage-of-assets arrangements.
Investment decisions are guided by Modern Portfolio Theory, favoring diversified, low-cost mutual funds and ETFs with buy-and-hold allocations, periodic or automated rebalancing, and optional tax-loss harvesting to improve tax efficiency. The firm also may allocate a portion of portfolios to individual securities for exposure to emerging asset classes (for example, cryptocurrencies) and manages discretionary accounts on a custodian platform clients must use.
Distinctive aspects include the firm’s principal maintaining separate licensed practices as an estate-planning attorney and as an insurance agent, with life insurance and annuity products offered outside the advisory entity—an arrangement the brochure identifies as creating potential conflicts of interest. The firm’s institutional relationship with its custodian platform includes participation in a support program that provides technology and financial incentives tied to assets held on that platform, which the brochure notes could influence custodian selection.
Client services
Expertise
Fee options
Negotiable fixed fees for certain clients based on service complexity
1.00% annually (standard rate, negotiable)
Financial planning services billed at $200 per hour
Optional bundled subscription service 'Altruist One' costing 0.12% annually (0.01% per month) for additional services
Minimum fee: Minimum annual management fee is defined by the schedule but no specific dollar amount mentioned Fee-only: Financial planning billed at $200 per hour, collected monthly in arrears; negotiable fixed fees also offered based on complexity
Main office
1767 E. Queen Creek Rd. #1
Chandler AZ 85286-2011
Advisors at this office
1
Most active in
Arizona · North Dakota
Also doing business as
Citadel Law Firm PLLC · David Gerszewski D.B.A. Gerszewski Insurance · Gen47 Wealth Advisors LLC · Rethink Wealth Advisors, LLC · Vivere Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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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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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.
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