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OAKWELL PRIVATE WEALTH MANAGEMENT
3200 Steck Ave
Suite 200
Austin, Texas 78757
Tel: 1-800-55OAKWELL
About OAKWELL PRIVATE WEALTH MANAGEMENT
OAKWELL PRIVATE WEALTH MANAGEMENT, formally registered with the SEC as OAKWELL PRIVATE WEALTH MANAGEMENT. The firm was established in 04/05/2017. They have over 3 offices throughout the country.
OAKWELL PRIVATE WEALTH MANAGEMENT is a Austin, Texas based Financial Planning firm with nearly $411,756,060 assets under management, offering retirement planning & investment advisory services to 923 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 162096 |
| SEC# | 801-110263 |
| Assets Managed by Firm | $411,756,060 |
| No. of Clients | 923 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 923 | $411,756,060 |
| Individuals (other than high net worth individuals) | 221 | $230,781,785 |
| High net worth individuals | 92 | $85,515,958 |
| Pension and profit sharing plans | 52 | $43,211,530 |
| Corporations or other businesses | 18 | $52,246,787 |
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