Live Oak Private Wealth, Llc, NC — Investment Adviser | BuildTrust

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LIVE OAK PRIVATE WEALTH, LLC

Investment AdviceWILMINGTON, NC

Assets Under Management

$1.1B

Total AUM

Donut chart: Discretionary 1.1B
Category	Value
Discretionary	1.1B

Adviser Information

Field	Value
CRD Number	297904
SEC Number	801-113818
Street Address	1741 TIBURON DRIVE
Location	WILMINGTON, NC 28403
Country	United States
Phone	(844) 469-5679
Fax	(910) 790-5868
Total Employees	12

Client Count by Type (478 Total)

Horizontal bar chart: High Net Worth Individual… 262, Individuals (other than H… 199, Charitable Organizations 10, Corporations/Businesses 6, Pension/Profit Sharing Pl… 1
Category	Value
High Net Worth Individual…	262
Individuals (other than H…	199
Charitable Organizations	10
Corporations/Businesses	6
Pension/Profit Sharing Pl…	1