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LIVE OAK WEALTH ADVISORY GROUP, LLC
CRD 154962 · SEC 801-122404
3730 KIRBY DRIVE, SUITE 1200, HOUSTON, TX, 77030, United States
Phone
281-822-9200
Fax
281-524-6005
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$155.5M
Discretionary AUM
$155.5M
Team
6 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 66 | $20.3M |
| High net worth individuals | 32 | $135.2M |
States served
AR, LA, NM, TX
All web addresses on file
- https://www.linkedin.com/company/live-oak-wealth-advisory-group
- https://www.facebook.com/profile.php?id=61564848085008
- HTTP://LIVEOAKWAG.COM
- https://www.linkedin.com/in/jonsolo/
- HTTPS://WWW.QUANTSTRATINVESTMENTS.COM/
- https://www.linkedin.com/in/andrew-malloy-70b70462/
- https://www.linkedin.com/company/quantstrat-investments
- https://x.com/QuantStratInvst
Official SEC filing: View on IAPD