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 registered investment adviser organized as an LLC and owned by an individual. The firm acts as a capital allocator for individual and family clients, charging either a percentage of assets under management or fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and educational seminars or workshops. The firm indicates it is not an active ESG investor and is not set up as a multi-state adviser.
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%
Contacts
3 of 3STEPHEN SATTERLEE
President and Wealth AdvisorCRD 2285689
RAYMOND JENKINS
Wealth AdvisorCRD 5288976
DANIEL HAAR
Wealth AdvisorCRD 6385338
Wealth 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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