Content rating
Everyone
1+
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Content rating
Everyone
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About this app

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.
Updated on
Jul 19, 2026

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Personal info, App activity and 2 others
This app may collect these data types
Personal info
Data is encrypted in transit
Data can’t be deleted

What’s new

- 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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Content rating
Everyone
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App support

About the developer
Live Oak Wealth Advisory Group
info@liveoakwag.com
2245 Texas Dr Ste 300 Sugar Land, TX 77479 United States
+1 346-980-9976
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