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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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