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OAKWELL PRIVATE WEALTH MANAGEMENT
Legal name: OAKWELL PRIVATE WEALTH MANAGEMENT, LLC
CRD 162096File 801-110263
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$668.1M
Above cohort median (national)
Discretionary AUM
$658.4M
Non-discretionary $9.6M
Clients
453
453 accounts
Employees
17
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 5, 2017
- Principal office
- 3200 STECK AVE, SUITE 200, AUSTIN, TX, 78757
- Phone
- 1-800-55OAKWELL
- Website
- HTTP://WWW.OAKWELLPWM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $668.1M
- Discretionary AUM
- $658.4M
- Non-discretionary AUM
- $9.6M
- Discretionary accounts
- 446
- Non-discretionary accounts
- 7
- Total accounts
- 453
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 20 | $65.2M |
| High net worth individuals | 147 | $463.3M |
| Pension and profit sharing plans | 21 | $24.9M |
| Individuals (other than high net worth individuals) | 265 | $114.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 15 | 17 | increased by2 |
| Apr 1, 2026 | Clients | 331 | 453 | increased by122 |
| Apr 1, 2026 | AUM | $461,933,416 | $668,051,568 | increased by$206,118,152 |
| Apr 1, 2026 | Accounts | 902 | 453 | decreased by449 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 15 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 301 | 331 | increased by30 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $321,727,734 | $461,933,416 | increased by$140,205,682 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 734 | 902 | increased by168 |
| Apr 1, 2022 | Employees | 9 | 10 | increased by1 |
| Apr 1, 2022 | Clients | 275 | 301 | increased by26 |
| Apr 1, 2022 | AUM | $248,306,811 | $321,727,734 | increased by$73,420,923 |
| Apr 1, 2022 | Accounts | 638 | 734 | increased by96 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OAKWELL PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OAKWELL PRIVATE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.