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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WIGGINS, SARAH, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WIGGINS, SARAH, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SOLO, JONATHAN, SCOTT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SOLO, JONATHAN, SCOTT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SOLO, JONATHAN, SCOTT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SOLO, JONATHAN, SCOTT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SOLO, JONATHAN, SCOTT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SOLO, JONATHAN, SCOTT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SOLO, JONATHAN, SCOTT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SOLO, JONATHAN, SCOTT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SOLO, JONATHAN, SCOTT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SOLO, JONATHAN, SCOTT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SOLO, JONATHAN, SCOTT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SOLO, MICHELLE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| JOBES, WILLIAM, KENNETH | I | MANAGING MEMBER | D | Control |
| JOBES, WILLIAM, KENNETH | I | MANAGING MEMBER | D | Control |
| JOBES, WILLIAM, KENNETH | I | MANAGING MEMBER | D | Control |
| JOBES, WILLIAM, KENNETH | I | MANAGING MEMBER | D | Control |
| SOLO, JON | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SOLO, JONATHAN, SCOTT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SOLO, JONATHAN, SCOTT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SOLO, JONATHAN, SCOTT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JOBES, WILLIAM, KENNETH | I | MANAGING MEMBER | C | Control |
| JOBES, WILLIAM, KENNETH | I | MANAGING MEMBER | C | Control |
| JOBES, WILLIAM, KENNETH | I | MANAGING MEMBER | C | Control |
| JOBES, WILLIAM, KENNETH | I | MANAGING MEMBER | C | Control |
| JOBES, WILLIAM, KENNETH | I | MANAGING MEMBER | C | Control |
| SOLO, JONATHAN, SCOTT | I | MANAGING MEMBER | C | Control |
| SOLO, JONATHAN, SCOTT | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | C | Control |
| SOLO, JONATHAN, SCOTT | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | C | Control |
| SOLO, JONATHAN, SCOTT | I | MANAGING MEMBER | C | Control |
| SOLO, JONATHAN, SCOTT | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | C | Control |
Registrations
Federal
IA
Mar 13, 2025 REGISTERED
Notice Filings (4)
AR LA NM TX
Address
3730 KIRBY DRIVESUITE 1200
HOUSTON, TX 77030
United States
Phone: 281-822-9200