Oakwell Private Wealth Management

RIASEC Registered

Total AUM

$668M

Discretionary

$658M

99% of AUM

Avg account

$1.5M

Accounts

453

Employees

Advisory reps

Firm details

Headquarters: Austin, Texas
CRD number: 162096
Registered since: April 5, 2017
Website: oakwellpwm.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI69.34%
Individuals17.16%
Corporations / Businesses9.76%
Pension & Profit Sharing Plans3.73%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Oakwell Private Wealth Management is an independent, SEC-registered advisory firm (registered in 2017) organized as an LLC. It serves both individual and family clients as well as institutional relationships and operates as a capital allocator, placing client capital with third-party managers where appropriate. The firm offers financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services, and also performs brokerage activities related to insurance. Fee arrangements include asset-based fees, hourly charges, and fixed-fee engagements. Oakwell does not describe itself as an ESG-focused investor.