RIA · CRD 336849SEC-Registered

Updated:

Livingston Wealth Advisory

Livingston Wealth Advisory is a ria; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for private-markets...

Livingston Wealth Advisory

LIVINGSTON WEALTH ADVISORY is an SEC-registered investment adviser. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at Livingston Wealth Advisory?

No named principals or investment decision-makers have been publicly identified for Livingston Wealth Advisory. The firm's leadership structure is not disclosed in public records or media reports.

What is known about Livingston Wealth Advisory's investment strategy?

The firm's investment strategy — including target asset classes, geographic focus, and deal type (directs, funds, co-investments) — is not publicly documented. No portfolio companies or deployed capital figures have been reported in reliable sources.

How does Livingston Wealth Advisory source its deal flow?

Livingston Wealth Advisory's deal sourcing model is not described in any public material. The firm maintains no observable website or media presence that would indicate proprietary sourcing channels or partnership networks.

Is Livingston Wealth Advisory a single-family office or multi-family office?

The firm's exact family office subtype has not been disclosed publicly. Based on its naming convention and lack of outward marketing, it may operate as a single-family office, but this cannot be confirmed without official communication.

Does Livingston Wealth Advisory make direct investments or commit to external funds?

No public information details Livingston Wealth Advisory's investment vehicle preferences — whether direct deals, fund commitments, co-investments, or secondary purchases — is available. The firm's allocation approach is entirely unconfirmed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More RIA profiles