L
CRD: 306225
Live OAK Wealth Management, LLC
$57.0M Total AUM
$57.0M Disc. AUM
-- 3Y CAGR
3 Employees
450 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail
- Platforms
- Atlas vital
- Established Date
- 10-28-2019
- Office Locations
- 1
Office Locations
7020 HWY 190 Suite A Covington LA
About Live OAK Wealth Management, LLC
Live OAK Wealth Management, LLC is a Covington-based RIA. The firm has been operating for 6 years. Managing $57.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Principal. Services offered include 529 Plans, Asset Management, Business Succession.
Team overview
46 AVG AGE
$19.0M AVG AUM / ADVISOR
$126.7K AVG AUM / CLIENT
6.4 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Matrix Quantum Crest summit Matrix meridian
Client Personas
Vector momentum Harbor value Zenith
Custodian
Timber wave Crest north Matrix harbor Crest Ridge
Investment Themes
Quantum pioneer Alpha crest Timber Bridge optima
Investment Vehicles
Alpha Beacon
Services
Matrix Focus peak Harbor Glacier Value Horizon Prime meridian Quantum Timber delta Peak delta Prime frontier Vital quantum Matrix value Legacy Radial
Technology
Meridian frontier
Owner & Executives
STEPHEN THOMAS SATTERLEE
Chief Compliance Officer, Managing Member
- CRD
- #2285689
- Ownership
- 75% or more
(264) 385-7222
insight.atlas@signalcapital.com
in linkedin.com/in/catalyst-oak
Showing 1 of 1 owners & executives
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DANIEL JOSEPH HAAR IV
--
- CRD
- #6385338
(493) 929-8891
wave.bridge@embercapital.com
in linkedin.com/in/element-peak
RAYMOND KENZIE JENKINS Jr
--
- CRD
- #5288976
(626) 723-6306
radial.bridge@embercapital.com
in linkedin.com/in/unison-glacier
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $57,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $57,000,000
Equity - OTC:
29.8% Equity - Exchange:
70.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,074,515,159 | 29.8% |
| Equity - Exchange | $2,531,240,408 | 70.2% |
| Total | $3,605,755,567 | 100.0% |