Key facts
- LIVE OAK PRIVATE WEALTH, LLC is a other based in WILMINGTON, NC.
- LIVE OAK PRIVATE WEALTH, LLC reports $325K in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 297904- Regulatory AUM
- $325K
- Private fund assets
- —
- Private funds
- —
- Staff
- 12
- Registered office
- WILMINGTON, NC
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
Free account
See the whole book
- ·Watchlist + alerts for LIVE OAK PRIVATE WEALTH, LLC's activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for LIVE OAK PRIVATE WEALTH, LLC are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Frequently asked
- What is LIVE OAK PRIVATE WEALTH, LLC's AUM?
- LIVE OAK PRIVATE WEALTH, LLC manages approximately $325K in assets.