Oakwell Private Wealth Management

Oakwell Private Wealth Management (CRD# 162096) is a financial advisory firm headquartered in San Antonio, TX. They manage $111,929,657 in 588 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    112
    MILLION
  • Total Number of Accounts
    588
    ACCOUNTS
  • Average Account Value
    $190,357
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Oakwell Private Wealth Management
Showing 1 - 7 of 7 top financial advisors.
1
Brian T. Boswell
CRD#: 5191011
1919 Oakwell Farms Pkwy, Suite 255, San Antonio, TX 78218
96
Wealthminder
score

Brian Boswell (CRD# 5191011) is an Investment Advisor Representative working at Oakwell Private Wealth Management in San Antonio, TX and has over 11 years of experience in the finance industry. Brian Boswell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Laurent Boumaza
CRD#: 4550148
Austin, TX
96
Wealthminder
score

Laurent Boumaza (CRD# 4550148) is an Investment Advisor Representative working at Oakwell Private Wealth Management in Austin, TX and has over 15 years of experience in the finance industry. Laurent Boumaza has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Brett O. Wheeler
CRD#: 5472903
1919 Oakwell Farms Pkwy, Suite 255, San Antonio, TX 78218
96
Wealthminder
score

Brett Wheeler (CRD# 5472903) is an Investment Advisor Representative working at Oakwell Private Wealth Management in San Antonio, TX and has over 10 years of experience in the finance industry. Brett Wheeler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Daniel A. Michel
CRD#: 5109155
1919 Oakwell Farms Pkwy, Suite 255, San Antonio, TX 78218
93
Wealthminder
score

Daniel Michel (CRD# 5109155) is an Investment Advisor Representative working at Oakwell Private Wealth Management in San Antonio, TX and has over 12 years of experience in the finance industry.

5
Richard C. Robbins
CRD#: 4959196
1619 E. Common St Suite 1202, New Braunfels, TX 78130
93
Wealthminder
score

Richard Robbins (CRD# 4959196) is an Investment Advisor Representative working at Oakwell Private Wealth Management in New Braunfels, TX and has over 12 years of experience in the finance industry.

6
Andrew R. Moll
CRD#: 6677545
1919 Oakwell Farms Pkwy, Suite 255, San Antonio, TX 78218
88
Wealthminder
score

Andrew Moll (CRD# 6677545) is an Investment Advisor Representative working at Oakwell Private Wealth Management in San Antonio, TX and has 1 year of experience in the finance industry.

7
Touchstone K. McDonald
CRD#: 4502661
1919 Oakwell Farms Pkwy, Suite 255, San Antonio, TX 78218
83
Wealthminder
score

Touchstone McDonald (CRD# 4502661) is an Investment Advisor Representative working at Oakwell Private Wealth Management in San Antonio, TX and has over 16 years of experience in the finance industry.

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