LIVE OAK WEALTH ADVISORY GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$155,482,308
Discretionary
$155,482,308
Non-discretionary
$0
Firm details
- CRD number
- 154962
- SEC file number
- 801-122404
- Main office
- HOUSTON, TX, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.