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Building 2OAKWELL PRIVATE WEALTH MANAGEMENT

Map pinAUSTIN, TX
Phone1-800-55OAKWELL
NotebookSEC #801-110263
Total AUM
$668.1M
Employees
17
Clients
453

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3200 STECK AVE
SUITE 200
AUSTIN
TX 78757
United States
Operating Hours
MON - FRI: 9AM - 5PM CST
Monday - Friday
Phone
1-800-55OAKWELL
Other Offices
3

ReceiptFinancials

Total AUM
$668.1M
Accounts
453
Discretionary
$658.4M
Accounts
446
Non-Discretionary
$9.6M
Accounts
7

ContactClients

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Individual Clients
265
AUM
$114.7M
HNW Individual Clients
147
AUM
$463.3M
Pension/Profit Sharing Plan Clients
21
AUM
$24.9M
Corporation or Business Clients
20
AUM
$65.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALAMINHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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