SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Oakwell Private Wealth Management
Austin, TX
Oakwell Private Wealth Management, LLC, CRD 162096
Firm filing updated March 18, 2026 ·
- $668.1MAssets
- 453Clients
- 9Advisory staff
- 453Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals265
- High net worth individuals147
- Pension and profit sharing plans21
- Corporations or other businesses20
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 265 | $114.7 million |
| High net worth individuals | 147 | $463.3 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 21 | $24.9 million |
| Corporations or other businesses not listed above | 20 | $65.2 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
See all 4 services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$668.1 million
- Accounts453
- Discretionary$658.4 million · 446 accounts
- Non-discretionary$9.6 million · 7 accounts
People
- Employees17
- Advisory staff9
- Broker-dealer reps0
- Licensed insurance agents6
- Planning clients251 to 500
Advisors
6 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Oakwell Private Wealth Management, LLC SEC-registered investment advisor. CRD 162096, SEC file 801-110263.
- Registered with the SEC as an investment advisor (status date on record: April 5, 2017).
Is Oakwell Private Wealth Management a fiduciary?
Short answer: Oakwell Private Wealth Management is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
6 staff are licensed insurance agents and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.