Livingston Wealth Advisory

Founded in 2025 and applying for state registration, the firm offers portfolio management services to a range of client types including individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, charitable organizations, and business entities. It provides ongoing management built around client‑specific Investment Policy Statements and charges asset‑based advisory fees while not participating in wrap fee programs.

The firm pursues a smart‑beta approach, using factor‑based and sector ETFs alongside a mix of fundamental and technical analysis to inform security selection and trade timing. Strategies may include both long‑term and short‑term trading, with regular portfolio monitoring and tailored asset allocation decisions based on client objectives and risk tolerance.

Distinctive features in the Form ADV include that the firm reported no assets under management and no clients at the time of its initial filing and is operated by a single principal with multiple decades of industry experience. The firm also does not take custody of client assets and does not vote client proxies, which differs from many managers that oversee pooled vehicles or vote securities on clients’ behalf.