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Live Oak Private Wealth
Live Oak Private Wealth was established in 2018 in Wilmington, North Carolina. The firm functions as a registered investment advisor focused on advisory...
Live Oak Private Wealth
Live Oak Private Wealth was established in 2018 in Wilmington, North Carolina. The firm functions as a registered investment advisor focused on advisory services. It offers investment advisory, financial planning, and portfolio management. The client base includes individuals, high-net-worth individuals, and various entities. No specific asset classes, named holdings, or geographic deployment details appear in available records. The firm reports $952 million in assets under management. No additional offices, team size, or adjacent vehicles are disclosed. No operational events from the last 24 months are recorded.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
Location
Region
North America
Country
United States
City
Wilmington
Corporate office
Wilmington, NC, United States
Frequently asked questions
Who runs investment decisions at Live Oak Private Wealth?
No named principals or investment committee members are disclosed in public records or the firm website.
Does Live Oak Private Wealth participate in fund commitments or only direct deals?
Available information describes only advisory and portfolio management services. No fund commitments or direct deal activity is documented.
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