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 $830,021,821 assets under management, offering retirement planning & investment advisory services to 949 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297904
SEC#	801-113818
Assets Managed by Firm	$830,021,821
No. of Clients	949
No. of Advisors	13

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Publication of periodicals or Newsleters

Firm Client Information

	No. of Clients	AUM
Firm Total	949	$830,021,821
Individuals (other than high net worth individuals)	192	$83,157,036
High net worth individuals	235	$723,222,647
Pension and profit sharing plans	2	$1,950,766
Charitable organizations	9	$15,656,178
Corporations or other businesses	5	$6,035,194

Inquire with LIVE OAK PRIVATE WEALTH, LLC

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