Livelsberger Financial Advisory
Livelsberger Financial Advisory is an SEC-registered mass-market adviser in Ashland, OH with $176.4M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Livelsberger Financial Advisory: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 117665, SEC 801-118391, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $176.4M (2026-03-18)
- Firm type
- Mass-Market Adviser
- Location
- Ashland, OH
- Employees
- 4
- Clients
- 380
- CRD
- 117665
- Ownership
- LIVELSBERGER, LYNN, LOUIS
How much AUM does Livelsberger Financial Advisory have?
Livelsberger Financial Advisory reported $176.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Livelsberger Financial Advisory?
Disclosed owners and executives of Livelsberger Financial Advisory include LIVELSBERGER, LYNN, LOUIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.