Unclaimed Profile

Daniel Arthur Michel

OAKWELL PRIVATE WEALTH MANAGEMENT, LLC·AUSTIN, Texas

Series 65Clean record20 years registeredOAKWELL PRIVATE WEALTH MANAGEMENT, LLC

3200 STECK AVE, AUSTIN, TX 78757CRD# 5109155Firm CRD# 162096

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Arthur Michel · AUSTIN, TX

Registration

CRD #5109155 · OAKWELL PRIVATE WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: OAKWELL PRIVATE WEALTH MANAGEMENT, LLC

OAKWELL PRIVATE WEALTH MANAGEMENT

Apr 2015 – Jul 2026

AUSTIN, TX

RM WEALTH MANAGEMENT, L.L.C.

Apr 2006 – Nov 2016

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 7, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OAKWELL PRIVATE WEALTH MANAGEMENT, LLC

CRD 162096 · SEC 801-110263

AUM

$412M

Regulatory assets under management

Employees

923 client accounts

Services offered by OAKWELL PRIVATE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OAKWELL PRIVATE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Arthur Michel offer?

Daniel Arthur Michel specializes in Financial Planning, Investment Management.

What are Daniel Arthur Michel's credentials?

Daniel Arthur Michel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Arthur Michel located?

Daniel Arthur Michel is based in AUSTIN, Texas, last registered with OAKWELL PRIVATE WEALTH MANAGEMENT, LLC.

How does Daniel Arthur Michel charge for services?

Daniel Arthur Michel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OAKWELL PRIVATE WEALTH MANAGEMENT, LLC?

OAKWELL PRIVATE WEALTH MANAGEMENT, LLC has approximately 11 employees and manages $412M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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