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Live Oak Banking Company

MemberLive Oak Private Wealth, LLC

About Live Oak Banking Company

Live Oak Banking Company is listed as Member 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 A

Frequently asked questions

Where does Live Oak Banking Company work?

Live Oak Banking Company is listed as Member at Live Oak Private Wealth, LLC on SEC Form ADV.

How much of Live Oak Private Wealth, LLC does Live Oak Banking Company own?

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

Live Oak Private Wealth, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2018