Investment adviser · CRD 162096
OAKWELL PRIVATE WEALTH MANAGEMENT
Investment adviser filing (IA)
OAKWELL PRIVATE WEALTH MANAGEMENT, LLC
AUSTIN, TX, United States · Form ADV filed Mar 18, 2026
- Regulatory AUM
- $668M Form ADV · Item 5.F
- Client accounts
- 453 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 147 | $463,253,084 | 69.3% |
| Individuals | 265 | $114,662,227 | 17.2% |
| Corporations & businesses | 20 | $65,220,995 | 9.8% |
| Retirement plans | 21 | $24,915,262 | 3.7% |
Filing source
Form ADV 2062872 · Mar 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3200 STECK AVE, SUITE 200AUSTIN, TX, 78757, United States
CRD 162096
Filing source
Form ADV 2062872 · Mar 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.