LIVE OAK PRIVATE WEALTH, LLC
CRD #297904 SEC #801-113818 WILMINGTON, NC (844) 469-5679
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
12
Clients
101
Accounts
1,086
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.1B | $1.1B | $0 | 12 | 1 |
| Feb 2025 | $1.1B | $1.1B | $0 | 12 | 1 |
| Mar 2024 | $951.6M | $951.6M | $0 | 11 | 8 |
| Mar 2023 | $830M | $830M | $0 | 13 | 9 |
| Mar 2022 | $836.5M | $836.5M | $0 | 13 | 9 |
| Feb 2022 | $592.4M | $592.4M | $0 | 11 | 5 |
| Nov 2021 | $592.4M | $592.4M | $0 | 11 | 5 |
| Mar 2021 | $592.4M | $592.4M | $0 | 11 | 5 |
| Jun 2020 | $454.4M | $454.4M | $0 | 12 | 0 |
| May 2020 | $454.4M | $454.4M | $0 | 12 | 0 |
| May 2020 | $454.4M | $454.4M | $0 | 12 | 0 |
| May 2020 | $195.6M | $195.6M | $0 | 7 | 0 |
| Mar 2020 | $195.6M | $195.6M | $0 | 7 | 0 |
| Aug 2019 | $163M | $163M | $0 | 7 | 0 |
| Jul 2019 | $163M | $163M | $0 | 8 | 0 |
| Jan 2019 | $100.9M | $100.2M | $705.1K | 8 | 0 |
| Dec 2018 | $0 | $0 | $0 | 8 | 0 |
| Dec 2018 | $0 | $0 | $0 | 8 | 0 |
| Dec 2018 | $0 | $0 | $0 | 8 | 0 |
| Aug 2018 | $0 | $0 | $0 | 6 | 0 |
| Jul 2018 | $0 | $0 | $0 | 6 | 0 |
| Jul 2018 | $0 | $0 | $0 | 6 | 0 |
DateOct 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients1
DateFeb 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients1
DateMar 2024
Total AUM$951.6M
Discretionary$951.6M
Non-Disc.$0
Employees11
Clients8
DateMar 2023
Total AUM$830M
Discretionary$830M
Non-Disc.$0
Employees13
Clients9
DateMar 2022
Total AUM$836.5M
Discretionary$836.5M
Non-Disc.$0
Employees13
Clients9
DateFeb 2022
Total AUM$592.4M
Discretionary$592.4M
Non-Disc.$0
Employees11
Clients5
DateNov 2021
Total AUM$592.4M
Discretionary$592.4M
Non-Disc.$0
Employees11
Clients5
DateMar 2021
Total AUM$592.4M
Discretionary$592.4M
Non-Disc.$0
Employees11
Clients5
DateJun 2020
Total AUM$454.4M
Discretionary$454.4M
Non-Disc.$0
Employees12
Clients0
DateMay 2020
Total AUM$454.4M
Discretionary$454.4M
Non-Disc.$0
Employees12
Clients0
DateMay 2020
Total AUM$454.4M
Discretionary$454.4M
Non-Disc.$0
Employees12
Clients0
DateMay 2020
Total AUM$195.6M
Discretionary$195.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$195.6M
Discretionary$195.6M
Non-Disc.$0
Employees7
Clients0
DateAug 2019
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees7
Clients0
DateJul 2019
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees8
Clients0
DateJan 2019
Total AUM$100.9M
Discretionary$100.2M
Non-Disc.$705.1K
Employees8
Clients0
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0