Oakwell Private Wealth Management
Oakwell Private Wealth Management is an SEC-registered wealth manager in Austin, TX with $668.1M assets under management (AUM, regulatory AUM), +45% over one year. See who owns Oakwell Private Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 162096, SEC 801-110263, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $668.1M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- Austin, TX
- Employees
- 17
- Clients
- 453
- CRD
- 162096
- Ownership
- ROBBINS FINANCIAL COORDINATING SERVICES INC.; TOUCHSTONE WEALTH PLANNERS INC.; WESTFALL, AUDREY; SMALL BUSINESS SIMPLIFIED, LLC; WHEELER, BRETT, O
How much AUM does Oakwell Private Wealth Management have?
Oakwell Private Wealth Management reported $668.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Oakwell Private Wealth Management?
Disclosed owners and executives of Oakwell Private Wealth Management include ROBBINS FINANCIAL COORDINATING SERVICES INC., TOUCHSTONE WEALTH PLANNERS INC., WESTFALL, AUDREY, SMALL BUSINESS SIMPLIFIED, LLC, WHEELER, BRETT, O. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.