LIVE OAK WEALTH ADVISORY GROUP, LLC

HOUSTON, Texas·3 registered advisors·CRD# 154962
SEC# 801-1224042281-822-9200
01

Firm Overview

AUM
$134M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LIVE OAK WEALTH ADVISORY GROUP, LLC

3 registered advisors
Jonathan Scott Solo
HOUSTON, Texas
Sarah E Wiggins
HOUSTON, Texas
William Kenneth Jobes
HOUSTON, Texas
05

Office Locations

HOUSTON, Texas
3 advisors

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Data sourced from SEC Form ADV filings. LIVE OAK WEALTH ADVISORY GROUP, LLC (CRD# 154962) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.