Live Oak Wealth Management, LLC
Firm details
- Headquarters
- Covington, Louisiana
- CRD number
- 306225
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals75.44%
- HNWI24.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Live Oak Wealth Management, LLC is an independent, owner-operated wealth advisory firm structured as an LLC that focuses on individual and family clients. The firm bills clients via a mix of assets-under-management percentage fees and fixed fees and lists core advisory services that include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational seminars and workshops. Live Oak identifies itself as a capital allocator and maintains an industry affiliation with an insurance company. The firm reports no focus on ESG investing.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities95%
- Exchange Traded Equities5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Covington, LA
Saint Tammany
Location
Covington, LA
Headquartered in Covington, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- Saint Tammany
- Address
- 7020 Highway 190
- Time zone
- CT (UTC-6)
- Office locations
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