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Live Oak Private Wealth

EST. AUM
$1,320,408,330

CONTACTS
5

CLIENT ACCOUNTS
1,157

Firm Details

Metro area Raleigh
CRD Number 297904
Website liveoakprivatewealth.com
Client types

Overview

Live Oak Private Wealth, an SEC registered investment advisor, is a subsidiary of Live Oak Bank and is dedicated to providing high-net-worth individuals and families with the wealth and investment management strategies they need to pursue their financial goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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