Investment adviser · CRD 150744
WILEY GROUP
Investment adviser filing (IA)
LIVE YOUR VISION, LLC
WEST CONSHOHOCKEN, PA, United States · Form ADV filed Feb 19, 2019
- Regulatory AUM
- $315M Form ADV · Item 5.F
- Client accounts
- 446 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 106 | $192,829,912 | 61.2% |
| Individuals | 340 | $122,217,496 | 38.8% |
Filing source
Form ADV 1264184 · Feb 19, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 19, 2019. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
FIVE TOWER BRIDGE, 300 BARR HARBOR DR., SUITE 175WEST CONSHOHOCKEN, PA, 19428, United States
CRD 150744
Filing source
Form ADV 1264184 · Feb 19, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.