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WL

Wyatt G. Livingston

LIVET WEALTH
SPANISH FORK, UT 84660
Some features on this profile are disabled
CRD#: 7783722
WL

Professional summary

Wyatt Gordon Livingston is a registered financial advisor currently at LIVET WEALTH, LLC located in Spanish Fork, Utah.

Wyatt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Wyatt has worked at 2 firms and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wyatt Gordon Livingston's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 20, 2025 - Present

LIVET WEALTH, LLC

Office #1: 1642 E Spanish Fork Pkwy Suite 201, Spanish Fork, UT 84660
RIA
CRD#: 337826
SPANISH FORK, UT
Past

February 7, 2025 - February 17, 2026

BLUE BARN WEALTH

RIA
CRD#: 107202
OREM, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LW
LIVET WEALTH, LLC
LIVET WEALTH, LLC

CRD#: 337826 / SEC#: 801-134191

RIA
Registered Investment Advisory firm - (8/20/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(8/20/2025)
IAR
Utah
(8/20/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/31/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/18/2023
Securities Industry Essentials Examination

Current Firm

LW
LIVET WEALTH, LLC
LIVET WEALTH, LLC

CRD#: 337826 / SEC#: 801-134191

RIA
Registered Investment Advisory firm - (8/20/2025 Approved)
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Contact information

Main Address
1642 E Spanish Fork Pkwy Suite 201, Spanish Fork, UT 84660
Mailing Address
Phone number
(801) 893-8320
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A SEC (2/16/2026)

Regulatory assets under management

Total Number of Accounts485
AUM (Assets Under Management)$ 322,196,915

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LIVET WEALTH, LLC

CRD#: 337826Spanish Fork, UT 84660

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