Vivere Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$992,905
Total clients
3
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
3
Average account size
$330,968
About
Vivere Wealth Management provides financial planning, investment advisory services, and client consultations for individuals, married couples, trusts, and estates. The firm also communicates with the public through free newsletters and offers educational seminars, workshops, and other speaking events.
The firm follows a Modern Portfolio Theory framework and typically implements diversified, low-cost mutual fund and ETF allocations, with discretionary authority to rebalance and pursue tax-loss harvesting when appropriate. Vivere may allocate portions of portfolios to individual securities for exposure to emerging asset classes (for example, cryptocurrencies) and reviews client accounts on a quarterly basis.
The firm’s principal also practices estate-planning law and is a licensed insurance agent; clients may engage those legal or insurance services under separate licenses, a structure the brochure identifies as creating potential conflicts of interest when commissionable insurance or annuities are recommended. Vivere operates at a very small scale (managing just under $1 million across three client relationships) and maintains an institutional relationship with the Altruist custody platform that provides technology support and financial incentives which may influence its custody recommendations.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Tax-loss harvesting
Retirement income strategy
Annuities
General estate planning guidance
Income planning
Fee options
Negotiable fixed fees for certain financial planning clients based on complexity
$0 - $250,000: Flat $2,500 annually Over $250,000+: 1.00% annually
$200 per hour for financial planning services
Optional bundled subscription premium service 'Altruist One' at 0.12% annually
Minimum fee: $2,500 annually on first $250,000 Fee-only: Financial planning charged at $200 per hour
Main office location
Vivere Wealth Management LLC
1767 E. Queen Creek Rd. #1
Chandler AZ 85286-2011, United States
Number of offices
2
Most active in
Vivere Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · North Dakota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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