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OAKWELL PRIVATE WEALTH MANAGEMENT

AUSTIN, TX · CRD 162096 · IAPD ↗ · oakwellpwm.com · 1-800-55OAKWELL

$668.1MRegulatory AUM
9Advisory reps
17Employees
3Clients
251-500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — OAKWELL PRIVATE WEALTH MANAGEMENT crossed $500M in regulatory AUM ($461.9M -> $668.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
December 2025 — OAKWELL PRIVATE WEALTH MANAGEMENT notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — OAKWELL PRIVATE WEALTH MANAGEMENT added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2025 — OAKWELL PRIVATE WEALTH MANAGEMENT notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — OAKWELL PRIVATE WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
November 2024 — OAKWELL PRIVATE WEALTH MANAGEMENT added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2024 — OAKWELL PRIVATE WEALTH MANAGEMENT reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
April 2024 — OAKWELL PRIVATE WEALTH MANAGEMENT reported RAUM up 32% ($311.2M -> $411.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — OAKWELL PRIVATE WEALTH MANAGEMENT grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.