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Live Oak Wealth Management
LIVE OAK WEALTH MANAGEMENT, LLC is a state-registered investment adviser in COVINGTON, LA. The firm manages approximately $57 million in regulatory assets.
Overview
LIVE OAK WEALTH MANAGEMENT, LLC is a state-registered investment adviser in COVINGTON, LA. The firm manages approximately $57 million in regulatory assets. It has 3 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Year founded
1986
Location
Region
North America
Country
United States
City
Covington
Corporate office
Columbia, SC, United States
Principals
Tommy Wilson
President & CEO
Howard Smith
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Live Oak Wealth Management?
Tommy Wilson, serving as President and CEO, leads the firm's investment committee. Howard Smith, the founder, remains involved in strategic direction. The firm's investment team follows a disciplined asset allocation process tailored to each client's goals, though individual portfolio managers are not publicly named.
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