← Tributary

LIVE OAK PRIVATE WEALTH, LLC

WILMINGTON, NC · CRD 297904 · IAPD ↗ · (844) 469-5679

$1.32BRegulatory AUM
12Advisory reps
12Employees
1Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
March 2025 — LIVE OAK PRIVATE WEALTH, LLC crossed $1B in regulatory AUM ($951.6M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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