LO
Live Oak Wealth Management, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 306225
· Covington, LA
☆ Save with Pro
ADV data as of Mar 03, 2026
- Regulatory AUM
- $57.0M
- Discretionary
- $57.0M
- Clients
- 450
- Avg AUM / client
- $127K
- Accounts
- 450
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 350 | $43.0M | 75.4% |
| High net worth individuals | 100 | $14.0M | 24.6% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Joseph Haar | Registered representative | Feb 2020 (7y) | ||
| Raymond Kenzie Jenkins | Registered representative | Feb 2020 (7y) | ||
| Stephen Thomas Satterlee | Registered representative | Feb 2020 (7y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/03/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $57.0M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 03, 2026.
View current Form ADV (SEC/IAPD) ↗