# Live Oak WAG

> Live Oak WAG (iPhone/iPad app by Live Oak Wealth Advisory Group, LLC.)

- Source: https://appshunter.io/ios/app/live-oak-wag/id1670464620 (this page in markdown: same URL + `.md`)
- Developer: [Live Oak Wealth Advisory Group, LLC](https://appshunter.io/developer/1670464622)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2023-02-08
- Data updated: 2026-02-06
- User reviews in markdown: https://appshunter.io/ios/app/live-oak-wag/id1670464620/reviews.md

## What is Live Oak WAG?

Live Oak Wealth Advisory Group's mobile app allows you to view account info, create and monitor your financial plan, aggregate your financial data to view balances, and easily interact with your financial advisor.


## Version history (last 5 releases)

### 5.22.1 — 2026-02-06

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.14.0 — 2024-09-10

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-10

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.6.5 — 2024-02-05

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

### 5.5.2 — 2023-09-07

Bug fixes and performance enhancements.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-02-06.*