LP Profile

Live Oak Private Wealth

Also known as live oak private wealth

Wealth ManagerWilmington, United StatesFounded 2018
Wilmington
Headquarters
Investment Focus

About Live Oak Private Wealth

Live Oak Private Wealth is a wealth manager based in Wilmington, US. Founded in 2018.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Live Oak Private Wealth from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.3B
Total Clients
1,157
Filing Date
April 29, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Live Oak Private Wealth across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Live Oak Private Wealth?

Live Oak Private Wealth is a wealth manager based in Wilmington, United States.

Where is Live Oak Private Wealth headquartered?

Live Oak Private Wealth is headquartered in Wilmington, United States.

When was Live Oak Private Wealth founded?

Live Oak Private Wealth was founded in 2018.

How can I contact Live Oak Private Wealth?

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