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LIVE OAK WEALTH MANAGEMENT, LLC
CRD 306225
7020 HWY 190 SUITE A, COVINGTON, LA, 70433, United States
Phone
985 624-8916
Fax
985-624-8918
Registration
— (—)
Source
State registered
Total AUM
$57.0M
Discretionary AUM
$57.0M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminarsESTATE PLANNING - TRUST & CORPORATE DESIGN
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 350 | $43.0M |
| High net worth individuals | 100 | $14.0M |
Official SEC filing: View on IAPD