Kyte Wurzbach Mcdonald
Investment adviser representative at Oakwell Private Wealth Management
10 yearsExperience
1 stateRegistered in
$668.1MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Oakwell Private Wealth ManagementAug 2025 to now
- D-batJul 2024 to May 2026
- UnemployedJun 2016 to Jul 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Oakwell Private Wealth Management
Legal name: Oakwell Private Wealth Management, LLC
$668.1MAssets managed
453Clients
11Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8297078
- Firm CRD
- 162096