Live Oak Wealth Management

Investment Management • Mandeville, Louisiana, United States • 1-10 Employees

Company overview

Headquarters	7020 Highway 190 West Service Road, Suite A, Covington, LA 70433, US
Phone number	+19856248918
Websites	liveoakwealthmanagement.com liveoakwealthmgmt.com
NAICS	5231
Keywords	Retirement Planning, Tactical Portfolio Management, Investment Advisory, Estate Planning, Investment Management, Corporate Planning, Absolute Return Portfolio Management
Founded	1996
Employees	1-10
Socials

Key Contact at Live Oak Wealth Management

Stephen Satterlee

President/ Wealth Manager

Live Oak Wealth Management Email Formats

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

Format	Example	Percentage
{first initial}	j@liveoakwealthmanagement.com	100%

About Live Oak Wealth Management

This Covington based Regional Retirement, Investment Management & Estate Planning Firm comprises a group of specialized professionals available to design and implement comprehensive plans to meet our corporate and individual client's goals and desires. Our team strives to provide professional service to our clients and can deliver Retirement, Investment Management, Corporate and Estate Planning Strategies to complex issues affecting corporations, individuals and estates.

Live Oak Wealth Management revenue & valuation

Annual revenue	$15,300,000
Revenue per employee	$2,543,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$48,900,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

Vice President

Employees by Department

Live Oak Wealth Management has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

Live Oak Wealth Management has never raised funding before.

Live Oak Wealth Management Tech Stack

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

Modernizr

JavaScript libraries

Cloudflare Bot Management

Security

Google Maps

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Datadog

Analytics

Google Analytics

Analytics

Bootstrap

UI frameworks

Frequently asked questions

Live Oak Wealth Management is located in Mandeville, Louisiana, US.

You can reach Live Oak Wealth Management at +19856248918.

Live Oak Wealth Management was founded in 1996, making it 30 years old. The company has established itself as a significant player in its industry over this time.

Live Oak Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Live Oak Wealth Management

Stephen Satterlee

President/ Wealth Manager

4.8

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