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Live Oak Private Wealth, LLC

● SEC registered since 2018CRD 297904SEC# 801-113818Wilmington, NC
Export (members)
Reg. AUM
$1.07B
Employees
12
Accounts
1,086
Location
Wilmington, NC

Live Oak Private Wealth, LLC assets under management

Live Oak Private Wealth, LLC is an SEC-registered investment adviser based in Wilmington, NC. The firm has been registered since 2018. It reports $1.1 billion in regulatory assets under management and employs 12 people.
www.instagram.com/liveoakprivatewealthView on SEC.gov ↗

Live Oak Private Wealth, LLC owners & executives

9 reported
NameTitleOwnershipSince
Andrew Marshall Basinger ControlCeoUnder 5%2023
Frank Gehman Jolley ControlCo-Chief Investment OfficerUnder 5%2020
Gregory William Seward ControlGeneral CounselUnder 5%2019
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Frequently asked questions

How much does Live Oak Private Wealth, LLC manage?

Live Oak Private Wealth, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Live Oak Private Wealth, LLC have?

Live Oak Private Wealth, LLC reports 12 employees.

Where is Live Oak Private Wealth, LLC located?

Live Oak Private Wealth, LLC is based in Wilmington, NC and has been SEC-registered since 2018.

Does Live Oak Private Wealth, LLC disclose fund performance?

Live Oak Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1741 Tiburon Drive, Wilmington, NC 28403
Phone(844) 469-5679
Fax(910) 790-5868
Office hours8:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.07B
Non-discretionary$0
Total (RAUM)$1.07B