LIVE OAK WEALTH MANAGEMENT, LLC

LIVE OAK WEALTH MANAGEMENT, LLC of COVINGTON, LA is an SEC-registered investment adviser (CRD 306225). Regulatory assets under management: $57.0M.

Registration

• CRD: 306225
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306225 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search