OAKWELL PRIVATE WEALTH MANAGEMENT, LLC

OAKWELL PRIVATE WEALTH MANAGEMENT
AUSTIN, Texas·5 registered advisors·CRD# 162096
SEC# 801-11026321-800-55OAKWELL
01

Firm Overview

AUM
$412M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at OAKWELL PRIVATE WEALTH MANAGEMENT, LLC

5 registered advisors
Brian Thomas Boswell
AUSTIN, Texas
Daniel Arthur Michel
AUSTIN, Texas
Laurent Boumaza
AUSTIN, Texas
CFP
Richard Clay Robbins
AUSTIN, Texas
Touchstone Kyte Mcdonald
AUSTIN, Texas
05

Office Locations

AUSTIN, Texas
5 advisors

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Data sourced from SEC Form ADV filings. OAKWELL PRIVATE WEALTH MANAGEMENT, LLC (CRD# 162096) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.