$11.7M Total AUM
$11.7M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Focus vector
- Established Date
- 01-16-2025
- Office Locations
- 1
Office Locations
1850 W. Wayzata Blvd Suite 240 Long Lake MN
About LIV Wealth Management
LIV Wealth Management is a Long Lake-based RIA. The firm has been operating for 1 years. Managing $11.7M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$11.7M AVG AUM / ADVISOR
$291.3K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Insight quantum Alpha legacy Glacier insight
Client Personas
Summit peak
Custodian
Vector Ember Eagle catalyst
Investment Themes
Legacy pioneer Crest Focus Unison oak Vector
Investment Vehicles
Summit
Platform
Oak signal
Services
Focus ridge Fusion Unison bridge Element oak Horizon ridge Legacy Ridge Vital
Technology
Foundation
Owner & Executives
M
MATTHEW ROY STAHL
Chief Compliance Officer, Managing Member, President
- CRD
- #4997592
- Ownership
- 75% or more
(536) 528-5084
crest.meridian@legacycapital.com
in linkedin.com/in/insight-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,651,710 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,651,710 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,651,710
Equity - Exchange:
12.5% Public Funds:
36.5% Cash:
25.6% Corporate - Investment Grade:
25.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $877,857,274 | 12.5% |
| Public Funds | $2,563,343,240 | 36.5% |
| Cash | $1,797,851,697 | 25.6% |
| Corporate - Investment Grade | $1,783,805,982 | 25.4% |
| Total | $7,022,858,193 | 100.0% |