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LIVE OAK WEALTH MANAGEMENT, LLC

Advisory

COVINGTON, LA

Data as of Mar 3, 2026 · Source: SEC Form ADV

Rank in LA
#128
of 142 advisers by AUM
Average account
$127K
across 450 accounts
AUM per adviser
$19M
3 advisers

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM
$57M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$57M
Discretionary AUM$57M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients450
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA, MS, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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