Oakwell Private Wealth Management

Oakwell Private Wealth Management (CRD# 162096) is a financial advisory firm headquartered in San Antonio, TX. They manage $75,252,731 in 481 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    481
    ACCOUNTS
  • Average Account Value
    $156,451
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 - 6 of 6 top financial advisors.
1
Brian T. Boswell
CRD#: 5191011
1821 Westinghouse Rd., Bldg 1, Suite 1110, Georgetown, TX 78626
96
Wealthminder
score

Brian Boswell (CRD# 5191011) is an Investment Advisor Representative working at Oakwell Private Wealth Management in Georgetown, TX and has over 9 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 14 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 8 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
David J. Bull
CRD#: 5776975
608 N 30th Street, Waco, TX 78730
93
Wealthminder
score

David Bull (CRD# 5776975) is an Investment Advisor Representative working at Oakwell Private Wealth Management in Waco, TX and has over 6 years of experience in the finance industry.

5
Chris M. Christensen
CRD#: 2735271
120 E Myrtle St, Angleton, TX 77515
93
Wealthminder
score

Chris Christensen (CRD# 2735271) is an Investment Advisor Representative working at Oakwell Private Wealth Management in Angleton, TX and has over 20 years of experience in the finance industry.

6
Jeffrey E. Socha
CRD#: 5771483
3520 Executive Center Drive, Suite 124, Austin, TX 78731
68
Wealthminder
score

Jeffrey Socha (CRD# 5771483) is an Investment Advisor Representative working at Oakwell Private Wealth Management in Austin, TX and has over 6 years of experience in the finance industry.

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