Livet Wealth

EST. AUM
$330,549,573

CONTACTS
2

CLIENT ACCOUNTS
500

Firm Details

Metro area Salt Lake City
CRD Number 337826
Website livetwealth.com
Client types

Overview

Livet Wealth, LLC is a Utah-based Registered Investment Adviser founded in 2025 by Hyrum Smith, offering wealth management services at three tiers—Foundation, Comprehensive, and Flagship—to clients with varying levels of investable assets. The firm provides financial planning, discretionary portfolio management, estate planning, retirement planning, risk management, and tax-efficient strategies while working with clients’ attorneys or accountants for legal/tax matters. According to its most recent Form ADV filing, Livet Wealth currently reports zero discretionary or non-discretionary assets under management. The firm does not participate in wrap fee programs, and clients may impose investment restrictions; agreements cannot be assigned without client consent. Services are tailored to each client’s goals, with varying service levels matching the assets and complexity of their financial situations.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Livet Wealth

Platform Details

Investment Preferences

Alternative Activity

Address

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