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LIVE OAK PRIVATE WEALTH, LLC
CRD 297904 · SEC 801-113818
1741 TIBURON DRIVE, WILMINGTON, NC, 28403, United States
Phone
(844) 469-5679
Fax
(910) 790-5868
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.32B
Discretionary AUM
$1.32B
Team
12 total employees; 12 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 208 | $130.4M |
| High net worth individuals | 268 | $1.14B |
| Pension/profit sharing plans | 1 | $1.4M |
| Charitable organizations | 10 | $20.3M |
| Corporations/business entities | 7 | $30.4M |
States served
GA, NC, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD