


Livswell
Financial Services • Charleston, South Carolina, United States • 1-10 Employees
Company overview
| Headquarters | 77 Grove St, Charleston, SC 29403, US |
| Phone number | +18434080404 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment, Financial Planning, Estate Planning, Retirement |
| Founded | 2005 |
| Employees | 1-10 |
Key Contact at Livswell
Rachel Wyatt
Director of Administrative Operations & Client Relations
Livswell Email Formats
Livswell uses 1 email format. The most common is {first initial} (e.g., j@livswell.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@livswell.com | 100% |
About Livswell
Livswell is a full-service financial planning firm dedicated to helping clients over the age of 50 with the nuances and complicated financial decisions they face in the second half of life. Through a refined and personalized financial planning process that puts all the pieces together in a way that supports what truly matters to you, we deliver clarity, confidence, and meaning to your financially independent years. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (AL, CA, CO, CT, FL, GA, IL, KY, MA, MD, MI, MT, NC, OH, PA, SC, TN, TX, VA, VT, WA, WI). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Livswell revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Livswell has never raised funding before.
Livswell Tech Stack
Discover the technologies and tools that power Livswell's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
JavaScript libraries
Hosting
Reverse proxies
Tag managers
Programming languages
Security
Font scripts
UI frameworks
CMS
Widgets
Frequently asked questions
4.8
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