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 Aug 17, 2026

Regulatory AUM

$668.1M

Above cohort median (national)

Discretionary AUM

$658.4M

Non-discretionary $9.6M

Clients

453

453 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.