Oakwell Private Wealth Management
Legal Name: OAKWELL PRIVATE WEALTH MANAGEMENT, LLC
Full Contact Details
Oakwell Private Wealth Management
7719 WOOD HOLLOW DR., SUITE 150, AUSTIN, TX
1-800-55OAKWELL
512-335-7511
Other Info
Oakwell Private Wealth Management is a Limited Liability Company based in Texas with six employees in advisory roles, serving a small clientele of four. The firm is registered with the U.S Securities and Exchange Commission and has been approved since April 5, 2017.
Austin, TX | Comprehensive Financial Planning & Investment Management - — Oakwell Private Wealth Management, LLC
At Oakwell Private Wealth Management, we offer comprehensive financial planning and investment management with one purpose in mind: to foster your success and independence.
Direct Owners
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AUDREY WESTFALL
CCO owns less than 5%
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CERUSE FINANCIAL LLC
OWNING MEMBER owns more than 50% but less than 75%
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RM WEALTH MANAGEMENT LLC
OWNING MEMBER owns more than 5% but less than 10%
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ROBBINS FINANCIAL COORDINATING SERVICES INC.
OWNING MEMBER owns more than 25% but less than 50%
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TOUCHSTONE WEALTH PLANNERS INC.
OWNING MEMBER owns more than 10% but less than 25%
Indirect Owners
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DANIEL ARTHUR MICHEL
OWNER owns 75% or more
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JILL ANN MCDONALD
OWNER owns more than 50% but less than 75%
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LAURENT BOUMAZA
OWNER owns 75% or more
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RICHARD CLAY ROBBINS
OWNER owns 75% or more
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TOUCHSTONE KYTE MCDONALD
OWNER owns more than 50% but less than 75%