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LiveOak Private Wealth Logo
LiveOak Private Wealth Growth Score
82
CB Rank
1126890
Heat Score
53
LiveOak Private Wealth provides wealth management, investment advising, and estate services for financial security.
Founded
obfuscation
Private Wilmington, Delaware, United States1-10 www.liveoakprivatewealth.com
Finance
Financial Services
Wealth Management
Overview

LiveOak Private Wealth
Growth Score
82
Heat Score
53

Growth Score82
-5 pts
in past quarter
Heat Score 53
-10 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About LiveOak Private Wealth

CB Rank
1126890
LiveOak Private Wealth provides wealth management, investment advising, and estate services for financial security.
Founded
obfuscation
Private Wilmington, Delaware, United States1-10 www.liveoakprivatewealth.com
Finance
Financial Services
Wealth Management

Details

Legal Name Live Oak Private Wealth, LLC.
Operating Status Active
Company Type For Profit
About the Company

Live Oak Private Wealth offers wealth and investment advisory services aimed at helping individuals and families pursue their financial goals. The firm delivers financial planning, portfolio development and management, estate, retirement, business, and cash flow strategies. Live Oak Private Wealth advises on matters such as retirement planning,

estate planning, business succession, and asset allocation.

Phone Number +1 844 469 5679
Contact Email info@liveoakprivatewealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning
A service that develops detailed financial plans addressing various aspects of a client's financial life to help achieve long-term goals.
Investment Portfolio Management
Management of client investment portfolios to align with their financial goals and risk tolerance through active monitoring and adjustments.

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  • Preview private company insights and predictions
Financials

Investments

Number of Acquisitions 1

Investment Breakdown

Number of Acquisitions 1
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 147
News
Technology
View Tech Report

IT Spend

$139KThis year, LiveOak Private Wealth is projected to spend $139K on IT, according to Aberdeen.

Active Website Tech Count

2LiveOak Private Wealth is actively using 2 technologies for its website, according to BuiltWith. These include Common Name Invalid and  Google Cloud Storage.

Total IP

1LiveOak Private Wealth has 1 registered trademark in the 'Insurance; financial affairs' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is LiveOak Private Wealth's headquarters? LiveOak Private Wealth is located in Wilmington, Delaware, United States.Who are LiveOak Private Wealth's competitors? Alternatives and possible competitors to LiveOak Private Wealth may include HighTower Advisors, Creative Planning, and  Facet.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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