LIVELY WEALTH, LLC
CRD #320963 SEC #801-125702 SAN FRANCISCO, CA 888-576-4837
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
2
Clients
--
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- JANUARY
- Registration Date
- --
- Latest Filing
- May 9, 2022
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Mazur, Jordan, David | I | CHIEF COMPLIANCE OFFICER | NA | |
| Mazur, Jordan, David | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Mazur, Jordan, David | I | CHIEF COMPLIANCE OFFICER | NA | |
| LIVELY, INC. | DE | MEMBER | E | Control |
| LIVELY, INC. | DE | MEMBER | E | Control |
| LIVELY, INC. | DE | MEMBER | E | Control |
Registrations
Federal
IA
May 9, 2022 REGISTERED
Notice Filings (2)
CA KS
Address
301 HOWARD ST.#550
SAN FRANCISCO, CA 94105
United States
Phone: 888-576-4837