# LIVE OAK WEALTH MANAGEMENT, LLC

LIVE OAK WEALTH MANAGEMENT, LLC of COVINGTON, LA is an SEC-registered investment adviser.

## Registration

- CRD: 306225
- Type: SEC-registered investment adviser
- Location: 7020 HWY 190 SUITE A, COVINGTON, LA, 70433
- Phone: 985 624-8916
- Latest filing: 2026-03-03
- Regulatory AUM: $57.0M
- Discretionary AUM: $57.0M
- Clients: 3
- Accounts: 450

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306225/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306225/similar
- Related entities: https://search.stillhousedata.com/firm/306225/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306225

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.