Live Oak Wealth Advisory Group, LLC
Live Oak Wealth Advisory Group, LLC is an SEC-registered ria in Houston, TX with $155.5M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Live Oak Wealth Advisory Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 154962, SEC 801-122404, data through 2026-06-25.
- AUM (assets under management / regulatory AUM)
- $155.5M (2026-06-25)
- Firm type
- Ria
- Location
- Houston, TX
- Employees
- 6
- Clients
- 98
- CRD
- 154962
- Ownership
- JOBES, WILLIAM, KENNETH; WIGGINS, SARAH, E; SOLO, JONATHAN, SCOTT; SOLO, MICHELLE; SOLO, JON
How much AUM does Live Oak Wealth Advisory Group, LLC have?
Live Oak Wealth Advisory Group, LLC reported $155.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-25).
Who owns Live Oak Wealth Advisory Group, LLC?
Disclosed owners and executives of Live Oak Wealth Advisory Group, LLC include JOBES, WILLIAM, KENNETH, WIGGINS, SARAH, E, SOLO, JONATHAN, SCOTT, SOLO, MICHELLE, SOLO, JON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.