Live Oak Private Wealth

Financial Services • Wilmington, North Carolina, United States • 11-20 Employees

Company overview

Headquarters	1741 Tiburon Dr, Wilmington, North Carolina 28403, US
Phone number	+19108368675
Website	liveoakprivatewealth.com
NAICS	52
SIC	628
Keywords	Comprehensive Financial Planning, Wealth Management, Cash Flow Management, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Charitable Giving, Investment Advisor, Trust Planning
Founded	2018
Employees	11-20
Socials

Key Contacts at Live Oak Private Wealth

Andy Basinger

Managing Director

Connor Keller

Managing Director

Bill Collier

Managing Director

Bill Coleman

Managing Director, Co-Chief Investment Officer

Live Oak Private Wealth Email Formats

Live Oak Private Wealth uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@liveoakprivatewealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@liveoakprivatewealth.com	100%

About Live Oak Private Wealth

At Live Oak Private Wealth, our mission is to give our clients the wealth and investment management strategies they need in order to pursue their financial goals. By leveraging innovation, technology, industry expertise and a personal approach, we’ve redefined wealth management and offer our clients a state-of-the-art client experience. Each member of our team is a leader in the wealth management industry and brings a unique skillset to the table, designed to maximize the impact of your financial strategies. As your trusted financial partner, we understand the complex obligations affluence affords and the strategies families and individuals need to ensure their wealth continues to grow and prosper. Our team is focused on excellence and provides trusted insight, collaboration and care to ensure our clients achieve their goals. We offer investment and wealth advisory services, wealth analytics and solutions, portfolio development, business, estate, retirement and financial planning, technical insights and cash management.

Live Oak Private Wealth revenue & valuation

Annual revenue	$1,026,660
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,300,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

C-Suite

Entry

Manager

Employees by Department

Live Oak Private Wealth has 10 employees across 3 departments.

Departments

Number of employees

Funding Data

Live Oak Private Wealth has never raised funding before.

Live Oak Private Wealth Tech Stack

Discover the technologies and tools that power Live Oak Private Wealth's digital infrastructure, from frameworks to analytics platforms.

Dropbox

Digital asset management

Gravity Forms

Form builders

PWA

Miscellaneous

lit-element

JavaScript libraries

Google Maps

Maps

lit-html

JavaScript libraries

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

PHP

Programming languages

Microsoft Advertising

Advertising

WordPress

Blogs

Frequently asked questions

Live Oak Private Wealth is located in Wilmington, North Carolina, US.

You can reach Live Oak Private Wealth at +19108368675.

Live Oak Private Wealth was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

Live Oak Private Wealth has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Live Oak Private Wealth

Andy Basinger

Managing Director

Connor Keller

Managing Director

Bill Collier

Managing Director

Bill Coleman

Managing Director, Co-Chief Investment Officer

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