Live Oak Private Wealth, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

297904

SEC number

801-113818

Firm type

RIA

Assets under management

$1.3B as of Apr 29, 2026

Website

www.instagram.com/LIVEOAKPRIVATEWEALTH ↗

Phone

(844) 469-5679

Address

1741 Tiburon Drive, Wilmington, NC, 28403

Advisors at this firm

9 in our index · page 1 of 1

• Andrew Marshall BasingerCRD 5476521 · Wilmington, NC
  IA RegisteredRegistration inactive
• Mary Angela BoltonCRD 7439427 · Rocky Mount, NC
  IA Registered
• John William ColemanCRD 1619721 · Wilmington, NC
  IA RegisteredRegistration inactive
• William Henry CollierCRD 1123362 · Rocky Mount, NC
  IA Registered
• Daniel B HughesCRD 7097869 · Wilmington, NC
  IA Registered
• Frank Gehman JolleyCRD 1011372 · Rocky Mount, NC
  IA Registered
• Connor Cowden KellerCRD 3108829 · Wilmington, NC
  IA RegisteredRegistration inactive
• Amanda Katherine MiarsCRD 7854697 · Wilmington, NC
  IA Registered
• Terry Webb SappCRD 4561196 · Rocky Mount, NC
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.