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Live Oak Bancshares, Inc.

ShareholderLive Oak Private Wealth, LLC

About Live Oak Bancshares, Inc.

Live Oak Bancshares, Inc. is listed as Shareholder at Live Oak Private Wealth, LLC in Wilmington, NC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Live Oak Private Wealth, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Live Oak Bancshares, Inc. work?

Live Oak Bancshares, Inc. is listed as Shareholder at Live Oak Private Wealth, LLC on SEC Form ADV.

How much of Live Oak Private Wealth, LLC does Live Oak Bancshares, Inc. own?

Form ADV reports a beneficial ownership band of Over 75%.

Live Oak Private Wealth, LLC

TitleShareholder
OwnershipOver 75%
Control personYes
Since2009