# Live Oak Private Wealth

Live Oak Private Wealth is a Bank / Wealth / Trust based in Wilmington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Wilmington, United States
- **Region:** North America
- **Address:** Wilmington, NC, United States
- **Founded:** 2018
- **Assets under management:** 952 (Altss estimate)
- **Website:** liveoakprivatewealth.com
- **LinkedIn:** https://www.linkedin.com/company/live-oak-private-wealth

## Regulatory record

- **CRD number:** 297904
- **SEC file number:** 801-113818
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-29T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297904

## About

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.

## 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.

## Related profiles

- [Medical College of Virginia Foundation](https://altss.com/profile/medical-college-of-virginia-foundation)
- [The Davis Family Foundation](https://altss.com/profile/the-davis-family-foundation-inc)

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Source record modified: 2026-06-03T20:00:00.000Z

Last verified: not supplied by this public snapshot.

## Sources and provenance

- Organization website as recorded: https://liveoakprivatewealth.com/
- Regulatory source: https://adviserinfo.sec.gov/firm/summary/297904
Source links do not imply that every field was verified on the page modification date. See [Altss methodology](https://altss.com/methodology).

Canonical page: https://altss.com/profile/live-oak-private-wealth

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology