Unclaimed Profile

Laurent Boumaza

OAKWELL PRIVATE WEALTH MANAGEMENT, LLC·AUSTIN, Texas

SIE, Series 7, Series 66CFPClean record22 years registeredOAKWELL PRIVATE WEALTH MANAGEMENT, LLC

3200 STECK AVE, AUSTIN, TX 78757CRD# 4550148Firm CRD# 162096

Profile Verification

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

Identity

Laurent Boumaza · AUSTIN, TX

Registration

CRD #4550148 · OAKWELL PRIVATE WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

OAKWELL PRIVATE WEALTH MANAGEMENT

Sep 2015 – present

AIG FINANCIAL ADVISORS, INC.

Oct 2008 – Dec 2008

AUSTIN, TX

STRATEGIC FINANCIAL CONCEPTS, LLC

May 2007 – Sep 2015

SAN ANTONIO, TX

AMERICAN GENERAL SECURITIES INCORPORATED

Oct 2003 – Oct 2008

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 28, 2003

Years registered · 22

Professional designation · CFP

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

Speak with Laurent

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Laurent is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in AUSTIN?

Browse all registered financial advisors in AUSTIN, Texas or claim this profile if it's yours.

Browse AUSTIN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Laurent Boumaza offer?

Laurent Boumaza specializes in Financial Planning, Investment Management. Contact their office in AUSTIN, Texas for a consultation.

What are Laurent Boumaza's credentials?

Laurent Boumaza holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Laurent Boumaza located?

Laurent Boumaza is based in AUSTIN, Texas, working with OAKWELL PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Laurent Boumaza charge for services?

Laurent Boumaza'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →