Live Oak Wealth Management

Finance · Louisiana, United States · 51-200 Employees

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Overview

Headquarters

7020 Highway 190 Ste A, Covington, Louis...

Phone Number

(985) 624-8916

Revenue

$6.6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Live Oak Wealth Management

Live Oak Wealth Management, LLC is a wealth management firm located in Mandeville/Covington, Louisiana, specializing in retirement planning, investment strategies, estate planning, and insurance services. The firm focuses on providing personalized financial services tailored to the unique needs and goals of individuals, including college savings and financial independence. With a team of experienced professionals, Live Oak Wealth Management aims to build trusted relationships with clients and support them through all stages of their financial journey. Their services are designed to help clients navigate the complexities of financial planning and achieve their long-term objectives.Explore more
Live Oak Wealth Management's Social MediaPopular SearchesLive Oak Wealth Management LLCLive Oak Financial Group LLCCovington Investment CorpSatterlee FamilySatterlee Family - LLCSIC Code 62,628NAICS Code 52,523Show more

Live Oak Wealth Management Org Chart

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AS
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Manager, Branch Accounting

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Live Oak Wealth Managemen...

$6.6M
51-200
Private
-
1996
AS
Anne SatterleeManager, Branch Accounting
$19.9M
51-200
Private
-
2010
JR
Joshua RothbardFinancial Advisor
$6M
11-50
Private
-
1992
AP
Allan ProskePresident & CEO
$5.8M
11-50
Private
-
-
<$5M
11-50
Private
-
1996
TL
Tracy LealAdministrative Assistant, Financial
<$5M
11-50
Private
<$5M
2017
DA
Daries AllaniVice President, Marketing
<$5M
11-50
Private
-
1994
Scott Bordelon, Chief Information Officer at BEAM Wealth Advisors
Scott BordelonChief Information Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Live Oak Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Live Oak Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Live Oak Wealth Management.

Live Oak Wealth Management Tech Stack

A closer look at the technologies used by Live Oak Wealth Management

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Frequently Asked Questions Regarding Live Oak Wealth Management

What is Live Oak Wealth Management's official website?
Live Oak Wealth Management's official website is www.liveoakfinancial.com
What is Live Oak Wealth Management's Revenue?
Live Oak Wealth Management's revenue is $6.6 Million
What is Live Oak Wealth Management's SIC code?
Live Oak Wealth Management's SIC: 62,628
What is Live Oak Wealth Management's NAICS code?
Live Oak Wealth Management's NAICS: 52,523
How many employees does Live Oak Wealth Management have?
Live Oak Wealth Management has 51-200 employees
What industry does Live Oak Wealth Management belong to?
Live Oak Wealth Management is in the industry of: Finance, Securities Trading
What is Live Oak Wealth Management competition?
Live Oak Wealth Management top competitors include: Delmarva Wealth Management, MG Financial Strategies, Anthony J Orlando, Wise Financial
What technology does Live Oak Wealth Management use?
Some of the popular technologies that Live Oak Wealth Management uses are: Snowplow, Cloudflare CDN, Microsoft 365, GoDaddy DNS
How do I contact Live Oak Wealth Management?
Live Oak Wealth Management contact info: Phone number: (985) 624-8916 Website: www.liveoakfinancial.com
What does Live Oak Wealth Management do?

Live Oak Wealth Management, LLC is a wealth management firm located in Mandeville/Covington, Louisiana, specializing in retirement planning, investment strategies, estate planning, and insurance services. The firm focuses on providing personalized financial services tailored to the unique needs and goals of individuals, including college savings an... d financial independence. With a team of experienced professionals, Live Oak Wealth Management aims to build trusted relationships with clients and support them through all stages of their financial journey. Their services are designed to help clients navigate the complexities of financial planning and achieve their long-term objectives.Read More

What are Live Oak Wealth Management social media links?
Live Oak Wealth Management Linkedin page Live Oak Wealth Management Facebook page
Is Live Oak Wealth Management a public company?
Live Oak Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Live Oak Wealth Management

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