Overview
Assets Under Management: $668 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 147
Average Client Assets: $3.2 million
Frequently Asked Questions
OAKWELL PRIVATE WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #162096), OAKWELL PRIVATE WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
OAKWELL PRIVATE WEALTH MANAGEMENT is headquartered in AUSTIN, TX.
OAKWELL PRIVATE WEALTH MANAGEMENT serves 147 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, OAKWELL PRIVATE WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
OAKWELL PRIVATE WEALTH MANAGEMENT manages $668 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, OAKWELL PRIVATE WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 147
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.34%
Average Client Assets: $3.2 million
Total Client Accounts: 453
Discretionary Accounts: 446
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 162096
Filing ID: 2062872
Last Filing Date: 2026-03-18 16:08:46