SEC Form ADV

LIVE OAK PRIVATE WEALTH, LLC

Registered Investment AdviserNC
$1.3B
Assets Under Management
1,157
Total Clients
Get LP Contact Details

Registration Details

Accession
CRD-297904
Location
WILMINGTON, NC
Filing Date
April 29, 2026
AUM
$1.3B
Total Clients
1,157
Amendment
No

About this Adviser

LIVE OAK PRIVATE WEALTH, LLC is a registered investment adviser headquartered in WILMINGTON, NC, managing approximately $1.3B in assets across 1,157 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.