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Building 2LIVE OAK PRIVATE WEALTH, LLC

Map pinWILMINGTON, NC
Phone(844) 469-5679
NotebookSEC #801-113818
Total AUM
$1.3B
Employees
12
Clients
494

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1741 TIBURON DRIVE
WILMINGTON
NC 28403
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(844) 469-5679
Other Offices
1

ReceiptFinancials

Total AUM
$1.3B
Accounts
1,157
Discretionary
$1.3B
Accounts
1,157
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
208
AUM
$130.4M
HNW Individual Clients
268
AUM
$1.1B
Pension/Profit Sharing Plan Clients
1
AUM
$1.4M
Charitable Organization Clients
10
AUM
$20.3M
Corporation or Business Clients
7
AUM
$30.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCSCTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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