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LIV WEALTH MANAGEMENT
LIV WEALTH MANAGEMENT LLC
CRD 334397
1850 W. WAYZATA BLVD, SUITE 240, LONG LAKE, MN, 55356, United States
Phone
612-940-0908
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$11.7M
Discretionary AUM
$11.7M
Team
1 total employees; 1 advisory reps; 21 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $9.0M |
All web addresses on file
Official SEC filing: View on IAPD