LIVE Oak Private Wealth LLC
Legal Name: LIVE OAK PRIVATE WEALTH, LLC
Full Contact Details
LIVE Oak Private Wealth LLC
1741 TIBURON DRIVE, WILMINGTON, NC
(910) 790-8567
(910) 790-5868
Other Info
Live Oak Private Wealth, LLC is a North Carolina-based Limited Liability Company with a team of seven professionals, four of whom are in advisory roles. Although the number of clients they serve is unknown, the company is registered with the SEC and their status is approved, with registration dating back to August 13, 2018.
Live Oak Private Wealth | Wealth Management Services in Wilmington, NC
Meet Live Oak Private Wealth of eastern North Carolina. We provide quality wealth management and financial planning services.
Direct Owners
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JAMES SLAUGHTER MAHAN
MANAGER owns less than 5%
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JASON AARON CARROLL
CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER owns less than 5%
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JOHN WILLIAM COLEMAN
CHIEF INVESTMENT OFFICER owns less than 5%
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LIVE OAK BANKING COMPANY
MEMBER owns 75% or more
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STEVEN BRETT CAINES
MANAGER AND CHIEF FINANCIAL OFFICER owns less than 5%
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GREGORY WILLIAM SEWARD
GENERAL COUNSEL owns less than 5%
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SUSAN NICETA JANSON
CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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LIVE OAK BANCSHARES, INC.
SHAREHOLDER owns 75% or more