SourcingSourcing

LIVET WEALTH, LLC

C42
CRD 337826·SEC 801-134191·SPANISH FORK, UT
AUM
$322.2M
$100M-$500M
Est. Revenue
$3.2M
@ 1% on AUM
Est. EBITDA
$967K
@ 30% margin
Est. Deal Value
$7.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LIVET WEALTH, LLC
CRD
337826
SEC file #
801-134191
EIN
392883835
DBA names
—

Economics

AUM
$322.2M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other65
Individuals High Net Worth64

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
2 advisors → 3 advisors▲ +50%
Primary office
SPANISH FORK UT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/28/2026
ADV-W filed at
—
Website
livetwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SMITH, HYRUM, LEGRAND
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
SMITH, HYRUM, LEGRAND
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LIVETWEALTH.COM
Rdap Domain Creation Date
2025-06-10T00:16:15Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002111409
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-13
Edgar Last Filing Date
2026-04-24
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-24
Accession0002111409-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.267
Soi Zip Pct 200k Plus
0.0519
Soi Zip Returns 200k Plus
1,020
Soi Zip Total AGI
1,701,262
Fdic Zip Total Deposits
13,133,290,000
Fdic Zip Branch Count
181
Fdic Zip Top Banks
Zions First National Bank
Central Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
1308 S 1700 ESUITE 208SALT LAKE CITY, UT 84108
Business
1308 S 1700 ESUITE 208SALT LAKE CITY, UT 84108
Edgar EIN
392883835
Edgar Recent Filings
13F-HR2026-04-24 · 0002111409-26-000002
13F-HR2026-02-13 · 0002111409-26-000001
Fdic Zip Branches Raw
First Security Bank of Utah, National AssociationSpanish Fork, UT
Bank One, Utah, National AssociationSpanish Fork, UT
Fdic Zip HHI
1313.74
Fdic Zip Top Bank Share Pct
21.7
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-06-10T00:16:15Z
Rdap Domain Last Changed
2025-06-10T00:16:16Z
Rdap Nameservers
Ns73.domaincontrol.comNs74.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI60,181
Returns4,930
Stub 2
AGI147,366
Returns3,990
Stub 3
AGI192,337
Returns3,100
Soi Zip Total Business Income
32,478
Soi Zip Total Cap Gains
100,191
Soi Zip Total Dividends
12,305
Soi Zip Total Returns
19,660
Top Owner CRD
6418090
Trust Company Affiliate
No

People (3)

3
SMITH, HYRUM, LEGRAND
IAR · Direct Owner · 87.5%
6418090
Wyatt Gordon Livingston
IAR
7783722
Quincey Hansen
IAR
8261694