Investment adviser · CRD 320963

LIVELY WEALTH, LLC

Investment adviser filing (IA)

SAN FRANCISCO, CA, United States · Form ADV filed May 9, 2022

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: May 9, 2022. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

301 HOWARD ST., #550
SAN FRANCISCO, CA, 94105, United States

CRD 320963

Filing source

Form ADV 1650070 · May 9, 2022 · 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.