Oakwell Private Wealth Management

Oakwell Private Wealth Management (CRD# 162096) is a financial advisory firm headquartered in Austin, TX. They manage $411,756,060 in 923 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
3200 Steck Ave, Suite 200, Austin, TX 78757
http://www.oakwellpwm.com
By the Numbers
  • Total Assets Under Management
    412
    MILLION
  • Total Number of Accounts
    923
    ACCOUNTS
  • Average Account Value
    $446,106
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
The map below shows states where this firm has explicit registration only.

LA, NH, TX

Financial Advisors at Oakwell Private Wealth Management
Showing 1 - 7 of 7 top financial advisors.
1
Brian Boswell, financial advisor Austin TX
Brian T. Boswell
CRD#: 5191011
3200 Steck Ave, Suite 200, Austin, TX 78757

Brian Boswell (CRD# 5191011) is an Investment Advisor Representative working at Oakwell Private Wealth Management in Austin, TX and has over 17 years of experience in the finance industry.

2
Laurent Boumaza, financial advisor Austin TX
Laurent Boumaza
CRD#: 4550148
Austin, TX

Laurent Boumaza (CRD# 4550148) is an Investment Advisor Representative working at Oakwell Private Wealth Management in Austin, TX and has over 21 years of experience in the finance industry.

3
Touchstone McDonald, financial advisor Austin TX
Touchstone K. McDonald
CRD#: 4502661
3200 Steck Ave, Suite 200, Austin, TX 78757

Touchstone McDonald (CRD# 4502661) is an Investment Advisor Representative working at Oakwell Private Wealth Management in Austin, TX and has over 22 years of experience in the finance industry.

4
Daniel Michel, financial advisor Austin TX
Daniel A. Michel
CRD#: 5109155
3200 Steck Ave, Suite 200, Austin, TX 78757

Daniel Michel (CRD# 5109155) is an Investment Advisor Representative working at Oakwell Private Wealth Management in Austin, TX and has over 18 years of experience in the finance industry.

5
Richard Robbins, financial advisor New Braunfels TX
Richard C. Robbins
CRD#: 4959196
1619 E. Common St Suite 1101, New Braunfels, TX 78130

Richard Robbins (CRD# 4959196) is an Investment Advisor Representative working at Oakwell Private Wealth Management in New Braunfels, TX and has over 18 years of experience in the finance industry.

6
Anthony Taylor, financial advisor Austin TX
Anthony J. Taylor
CRD#: 7271117
3200 Steck Ave, Suite 200, Austin, TX 78757

Anthony Taylor (CRD# 7271117) is an Investment Advisor Representative working at Oakwell Private Wealth Management in Austin, TX and has over 3 years of experience in the finance industry.

7
Jacob Yaklin, financial advisor New Braunfels TX
Jacob T. Yaklin
CRD#: 7429222
1619 E Common, Ste 1101, New Braunfels, TX 78130

Jacob Yaklin (CRD# 7429222) is an Investment Advisor Representative working at Oakwell Private Wealth Management in New Braunfels, TX and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals