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LIVE OAK WEALTH ADVISORY GROUP, LLC

HOUSTON, TX · CRD 154962 · IAPD ↗ · 281-822-9200

$155.5MRegulatory AUM
2Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2025 — LIVE OAK WEALTH ADVISORY GROUP, LLC notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — LIVE OAK WEALTH ADVISORY GROUP, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.