LIVE OAK PRIVATE WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,320,408,330
Discretionary
$1,320,408,330
Non-discretionary
$0
Firm details
- CRD number
- 297904
- SEC file number
- 801-113818
- Main office
- WILMINGTON, NC, United States
- Employees
- 12
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.