Live Oak Wealth Management, LLC

Overview

Live Oak Wealth Management, LLC is a state registered investment adviser based in Covington, LA, registered since 2019. It reports $57M in assets under management across 450 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$57M

Discretionary

100%

Accounts

450

Average account

$127K

Employees

3

Advisory reps

3

Registered since

2019

Jurisdictions

3

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 1 of 1

• Stephen Thomas Satterlee Managing Member, Chief Compliance Officer CRD 2285689

Advisory reps 3 of 3

• Daniel Joseph Haar IV Insurance Agent · Investment Adviser Rep CRD 6385338
• Raymond Kenzie Jenkins Jr. Insurance Agent · Investment Adviser Rep CRD 5288976
• Stephen Thomas Satterlee Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2285689

Location

Headquarters

7020 Highway 190 Ste A
Covington, LA 70433

County

Saint Tammany

Metro area

New Orleans-Metairie, LA

Region

South

Registrations

• State registered
• Registered in 3 jurisdictions

Every state, with registration dates

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