# Lively Wealth

Lively Wealth is a Bank / Wealth / Trust based in San Francisco, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** livelyme.com
- **LinkedIn:** https://linkedin.com/company/livelyhsa

## Regulatory record

- **Reports private funds:** No

## About

Lively Wealth is a wealth management firm based in San Francisco, US, with a focus on North America.

## Questions

### How does Lively Wealth charge for its services?

Lively Wealth operates on a flat-fee, retainer-based model for financial planning. This structure separates planning advice from investment management fees and product commissions, meaning the firm's compensation does not rise with client assets. The firm markets this pricing as a fiduciary advantage over asset-based models common among wirehouses and private banks.

### What experience does the firm have with concentrated equity compensation?

The practice specializes in pre-IPO and post-IPO equity planning, including incentive stock option exercise strategies, alternative minimum tax forecasting, and Rule 10b5-1 diversification plans. Its target client base consists of Bay Area technology employees and founders whose net worth is significantly concentrated in employer stock.

### Does Lively Wealth run proprietary investment funds?

No. Lively Wealth constructs portfolios using third-party exchange-traded funds, direct indexing separators, and curated private-market access vehicles. It does not manufacture proprietary fund products, which eliminates internal product-pushing conflicts.

## Related profiles

- [Livelsberger Financial Advisory](https://altss.com/profile/livelsberger-financial-advisory)
- [Livica Collective Foundation](https://altss.com/profile/livica-collective-foundation)

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Last updated: 2026-08-10T23:49:37.812Z

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