LIVE OAK WEALTH ADVISORY GROUP, LLC
CRD #154962 SEC #801-122404 HOUSTON, TX 281-822-9200
SEC Registered
Total AUM
$143M
Discretionary
$143M
Employees
6
Clients
10
Accounts
308
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $143M | $143M | $0 | 6 | 1 |
| Mar 2025 | $143M | $143M | $0 | 6 | 1 |
| Apr 2024 | $133.9M | $133.9M | $0 | 6 | 1 |
| Mar 2024 | $133.9M | $133.9M | $0 | 6 | 1 |
| Feb 2023 | $134.6M | $134.6M | $0 | 3 | 0 |
| Nov 2022 | $125.5M | $125.5M | $0 | 3 | 0 |
| Mar 2022 | $125.5M | $125.5M | $0 | 3 | 0 |
| Oct 2021 | $134M | $134M | $0 | 2 | 0 |
| Sep 2021 | $134M | $134M | $0 | 2 | 0 |
| Aug 2021 | $134M | $134M | $0 | 2 | 0 |
| Sep 2012 | $70M | $68M | $2M | 1 | 162 |
| Sep 2012 | $70M | $68M | $2M | 1 | 162 |
| Apr 2012 | $70M | $68M | $2M | 1 | 162 |
| Mar 2012 | $70M | $68M | $2M | 1 | 162 |
| Mar 2011 | $73M | $73M | $0 | 5 | -- |
| Jan 2011 | $73M | $73M | $0 | 5 | -- |
| Oct 2010 | $0 | $0 | $0 | 5 | -- |
| Aug 2010 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees6
Clients1
DateMar 2025
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees6
Clients1
DateApr 2024
Total AUM$133.9M
Discretionary$133.9M
Non-Disc.$0
Employees6
Clients1
DateMar 2024
Total AUM$133.9M
Discretionary$133.9M
Non-Disc.$0
Employees6
Clients1
DateFeb 2023
Total AUM$134.6M
Discretionary$134.6M
Non-Disc.$0
Employees3
Clients0
DateNov 2022
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees3
Clients0
DateOct 2021
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees2
Clients0
DateSep 2021
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees2
Clients0
DateAug 2021
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees2
Clients0
DateSep 2012
Total AUM$70M
Discretionary$68M
Non-Disc.$2M
Employees1
Clients162
DateSep 2012
Total AUM$70M
Discretionary$68M
Non-Disc.$2M
Employees1
Clients162
DateApr 2012
Total AUM$70M
Discretionary$68M
Non-Disc.$2M
Employees1
Clients162
DateMar 2012
Total AUM$70M
Discretionary$68M
Non-Disc.$2M
Employees1
Clients162
DateMar 2011
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--