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.
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United Kingdom
Frequently asked questions
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