Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
830889406
SEC advisor number
801-113818
FINRA CRD number
297904
AUM ?
$951.62 mm
(as of 11 Mar 24)
Accounts
1,025
(as of 11 Mar 24)
Employees
11
(11 investment advisory or research)
Address
Live Oak Private Wealth
1741 TIBURON DRIVE
WILMINGTON
NC 28403
1741 TIBURON DRIVE
WILMINGTON
NC 28403
Phone
844.469.5679
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Apr 24
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
21 Apr 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22