LIVE OAK PRIVATE WEALTH, LLC

1741 Tiburon Drive
Wilmington, North Carolina 28403
Tel: (844) 469-5679

About LIVE OAK PRIVATE WEALTH, LLC

LIVE OAK PRIVATE WEALTH, LLC, formally registered with the SEC as LIVE OAK PRIVATE WEALTH, LLC. The firm was established in 08/13/2018. They have over 2 offices throughout the country.

LIVE OAK PRIVATE WEALTH, LLC is a Wilmington, North Carolina based Financial Planning firm with nearly $1,067,283,022 assets under management, offering retirement planning & investment advisory services to 1086 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297904
SEC#	801-113818
Assets Managed by Firm	$1,067,283,022
No. of Clients	1086
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	1086	$1,067,283,022
Individuals (other than high net worth individuals)	199	$105,436,160
High net worth individuals	262	$926,693,807
Pension and profit sharing plans	1	$1,316,518
Charitable organizations	10	$14,513,155
Corporations or other businesses	6	$19,323,382

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