Live Oak Wealth

Live Oak Wealth

by Live Oak Private Wealth, LLC

0 ratings
Free

Rating summary

Details

  • Released
  • Updated
  • October 25, 2018
  • February 6, 2026

Features

Live Oak Wealth screenshot #1 for iPhone
Live Oak Wealth screenshot #2 for iPhone
Live Oak Wealth screenshot #3 for iPhone
Live Oak Wealth screenshot #4 for iPhone
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About

This Mobile App allows Live Oak Private Wealth clients to view account information.

What's New in Live Oak Wealth

5.22.1

February 6, 2026

- 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

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