$322.2M Total AUM
$321.5M Disc. AUM
-- 3Y CAGR
3 Employees
129 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Security Benefit
- Clients
- Retail
- Platforms
- Prime capitalFoundation frontier
- Established Date
- 08-20-2025
- Office Locations
- 1
Office Locations
1642 E Spanish Fork Pkwy Suite 201 Spanish Fork UT
About Livet Wealth, LLC
Livet Wealth is a fee-only fiduciary advisory firm providing values-aligned financial planning and ongoing investment management for clients in accumulation through retirement. The team—led by a PhD, CPA, and CFP—builds tax-aware strategies across cash flow/debt, insurance, retirement projections, Social Security/Medicare decisions, Roth conversions, and estate/charitable planning, with planning delivered through RightCapital.
Team overview
-- AVG AGE
$107.4M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
0.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Crest Pioneer fusion Value alpha Insight Foundation
Client Personas
Timber zenith Ridge quantum
Custodian
Harbor catalyst Value focus Pathway bridge Oak Focus Foundation zenith
Investment Themes
Bridge Delta ridge Summit wave Peak
Investment Vehicles
Ridge North ridge
Services
Momentum Vector Radial Legacy frontier Alpha vector Capital alpha Foundation vertex Ridge focus Zenith glacier Vector
Technology
Timber pathway Catalyst
Owner & Executives
HYRUM LEGRAND SMITH
Managing Member, Owner
- CRD
- #6418090
- Ownership
- 75% or more
(349) 987-4166
capital.insight@atlascapital.com
in linkedin.com/in/glacier-eagle
Showing 1 of 1 owners & executives
Unlock allContacts
Q
Quincey Hansen
--
- CRD
- #8261694
(336) 890-1166
vertex.wave@momentumcapital.com
in linkedin.com/in/catalyst-vertex
W
Wyatt Gordon Livingston
--
- CRD
- #7783722
(261) 905-8434
signal.ridge@bridgecapital.com
in linkedin.com/in/oak-radial
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $321,527,527 | $664,313 |
| Non-Discretionary | $669,388 | $669,388 |
| Total | $322,196,915 | $664,324 |
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Separately Managed Accounts
Total SMA Asset: $322,196,915
Public Funds:
7.9% Equity - Exchange:
21.0% Other:
15.3% Cash:
4.7% Corporate - Investment Grade:
4.3% Municipal Bonds:
15.0% Private Funds:
20.1% Other:
11.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $588,375,756 | 7.9% |
| Equity - Exchange | $1,564,036,821 | 21.0% |
| Other | $1,139,512,541 | 15.3% |
| Cash | $350,046,336 | 4.7% |
| Corporate - Investment Grade | $320,255,159 | 4.3% |
| Municipal Bonds | $1,117,169,158 | 15.0% |
| Private Funds | $1,497,006,671 | 20.1% |
| Other | $871,391,942 | 11.7% |
| Total | $7,447,794,384 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS CATALYST CAPITAL | EMBER BEACON | 67YF6NNY1 | PXJS | 5.62% | $113,145,793 |
| RADIAL VALUE | EMBER QUANTUM | WX2PX27DW | GCHMO | 8.92% | $100,400,880 |
| FOCUS RIDGE | RADIAL HARBOR | KGUN3K5V7 | CQOC | 3.01% | $11,062,068 |
| ELEMENT WAVE | UNISON NORTH | MT8LIDWPQ | PYIHV | 7.72% | $99,639,374 |
| UNISON FOCUS INSIGHT | RADIAL EAGLE | G6X52CZRE | BVTG | 9.44% | $27,461,434 |
| PEAK ELEMENT PATHWAY | PEAK INSIGHT | IV4XD7Y3D | SRXZQ | 10.53% | $33,025,270 |
| HORIZON FUSION | RADIAL EAGLE | RFYTKYTOH | BXY | 12.54% | $62,237,474 |
| INSIGHT ATLAS CAPITAL | CATALYST NORTH | C25DQG3JZ | PXID | 8.47% | $58,829,327 |