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Live Oak Wealth Management, LLC Employee Directory

Investment ManagementLouisiana, United States2-10 Employees

Live Oak Wealth Management, LLC is an investment management firm based in Covington, Louisiana. It serves corporate and individual clients on a regional basis, offering retirement planning, investment management, and estate planning services. A small team of professionals with specialized expertise designs and implements comprehensive plans aligned with client goals.

It focuses on addressing complex issues that affect corporations, individuals, and estates by providing integrated strategies across retirement, investment management, and corporate and estate planning. The firm emphasizes professional service delivery within the investment management landscape and supports its clients through coordinated financial planning.

Find Live Oak Wealth Management, LLC employees' phone numbers or email addresses

Live Oak Wealth Management, LLC Global Highlights

Location
Employees

North America
12

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  • United States Of America
    11
  • Canada
    1

Live Oak Wealth Management, LLC's Leadership

  • Stylized image of a person
    T. W.
    Assistant Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. B.
    Administrative Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. J.
    Wealth Advisor
    Phone icon
    Mobile Phone

Live Oak Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Live Oak Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. W.
    Assistant Manager
    Phone icon
    Mobile Phone
    May 28, 2026
  • Stylized image of a person
    A. B.
    Administrative Assistant
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    R. J.
    Wealth Advisor
    Phone icon
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Live Oak Wealth Management, LLC known for?

Minus sign iconPlus sign iconLive Oak Wealth Management, LLC was founded in 1996 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-985-624-****
. Explore Live Oak Wealth Management, LLC's company overview page for more information.

What is Live Oak Wealth Management, LLC's most common email format?

Minus sign iconPlus sign iconLive Oak Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Live Oak Wealth Management, LLC email formats with LeadIQ.

How many employees does Live Oak Wealth Management, LLC have currently?

Minus sign iconPlus sign iconLive Oak Wealth Management, LLC has approximately 6 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Live Oak Wealth Management, LLC's key employees and leadership?

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As of July 2026, Live Oak Wealth Management, LLC's key employees include:

  • Assistant Manager: T. W.
  • Administrative Assistant: A. B.
  • Wealth Advisor: R. J.

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