← Back to searchVisit website
OAKWELL PRIVATE WEALTH MANAGEMENT
OAKWELL PRIVATE WEALTH MANAGEMENT, LLC
CRD 162096 · SEC 801-110263
3200 STECK AVE, SUITE 200, AUSTIN, TX, 78757, United States
Phone
1-800-55OAKWELL
Fax
512-335-7511
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$668.1M
Discretionary AUM
$658.4M
Team
17 total employees; 9 advisory reps; 3 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 265 | $114.7M |
| High net worth individuals | 147 | $463.3M |
| Pension/profit sharing plans | 21 | $24.9M |
| Corporations/business entities | 20 | $65.2M |
States served
CA, LA, MI, TX, NH
All web addresses on file
Official SEC filing: View on IAPD