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LIVE OAK WEALTH ADVISORY GROUP, LLC
3730 Kirby Drive
Suite 1200
Houston, Texas 77030
Tel: 281-822-9200
About LIVE OAK WEALTH ADVISORY GROUP, LLC
LIVE OAK WEALTH ADVISORY GROUP, LLC, formally registered with the SEC as LIVE OAK WEALTH ADVISORY GROUP, LLC. The firm was established in 09/27/2021. They have over 3 offices throughout the country.
LIVE OAK WEALTH ADVISORY GROUP, LLC is a Houston, Texas based Financial Planning firm with nearly $133,920,781 assets under management, offering retirement planning & investment advisory services to 314 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 154962 |
| SEC# | 801-122404 |
| Assets Managed by Firm | $133,920,781 |
| No. of Clients | 314 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 314 | $133,920,781 |
| Individuals (other than high net worth individuals) | 66 | $18,963,363 |
| High net worth individuals | 45 | $114,815,415 |
| Corporations or other businesses | Fewer than 5 clients | $142,003 |
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