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Liv Wealth Management CRD 334397
$11.7M regulatory AUM 21 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1850 W. Wayzata Blvd Suite 240, Long Lake, MN 55356 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-01-21 |
Branch Locations
1850 W. Wayzata Blvd Suite 240, Long Lake, MN 55356 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc. | Woodbury | MN | 06/2009 | 04/2018 |
| Capital Asset Advisory Services Llc | Haslett | MI | 04/2018 | 07/2020 |
| Foundations Investment Advisors Llc | Scottsdale | AZ | 07/2020 | 02/2022 |
| Fiat Wealth Management Llc | Wayzata | MN | 06/2009 | 02/2022 |
| Fiat Insurance Services, Llc | Wayzata | MN | 05/2019 | 02/2022 |
| Liv Wealth Management Llc | Long Lake | MN | 11/2024 | Present |
| Ascent, Llc | Minneapolis | MN | 02/2024 | Present |
| Fiat Wealth Management Llc | Wayzata | MN | 06/2022 | 02/2024 |
| The Fithaus Llc | Long Lake | MN | 06/2017 | Present |
(1) 2024-Present: Ascent, LLC/Not Investment Related/Minneapolis, MN/Community Building Organization/Owner & Shareholder/Involves 20% time each month, including during traditional business hours. Advisory firm clients are not solicited to invest in this business activity. 2) 2017-Present: The FITHAUS/Not Investment Related/Long Lake, MN/ Crossfit Gym/Owner/Involves less than 10% time each month, typically after traditional business hours. Advisory firm clients are not solicited to invest in this business activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-08 |
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