OAKWELL PRIVATE WEALTH MANAGEMENT, LLC
Doing business as OAKWELL PRIVATE WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$668,051,568
Discretionary
$658,407,454
Non-discretionary
$9,644,114
Firm details
- CRD number
- 162096
- SEC file number
- 801-110263
- Main office
- AUSTIN, TX, United States
- Employees
- 17
- SEC status
- Approved
- Website
- HTTP://WWW.OAKWELLPWM.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.