RIA Intel›Advisers›Minnesota›LIV WEALTH MANAGEMENT LLC

LIV WEALTH MANAGEMENT LLC

Advisory

LONG LAKE, MN

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$137K

across 85 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients19

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

19 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MN

Closest by assets under management. All figures from Form ADV.

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DISCOVERY FINANCIAL GROUP, LLC

BLOOMINGTON, MN

$12M

EFS FINANCIAL RESOURCES, LLC

$12M

POPE INVESTMENT ECONOMICS, INC.

$11M

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