Oakwell Private Wealth Management, LLC
● SEC registered since 2017CRD 162096SEC# 801-110263Austin, TX
Reg. AUM
$668.1M
Employees
17
Accounts
453
Location
Austin, TX
Oakwell Private Wealth Management, LLC assets under management
Oakwell Private Wealth Management, LLC is an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2017. It reports $668.1 million in regulatory assets under management and employs 17 people.
Oakwell Private Wealth Management, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Audrey Marie Westfall | Cco | Under 5% | 2019 |
| Ceruse Financial LLC Control | Owning Member | 50-75% | 2015 |
| Robbins Financial Coordinating Services Inc. Control | Owning Member | 25-50% | 2017 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Oakwell Private Wealth Management, LLC manage?
Oakwell Private Wealth Management, LLC reports $668.1 million in regulatory assets under management on its Form ADV.
How many employees does Oakwell Private Wealth Management, LLC have?
Oakwell Private Wealth Management, LLC reports 17 employees.
Where is Oakwell Private Wealth Management, LLC located?
Oakwell Private Wealth Management, LLC is based in Austin, TX and has been SEC-registered since 2017.
Does Oakwell Private Wealth Management, LLC disclose fund performance?
Oakwell Private Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3200 Steck Ave, Suite 200, Austin, TX 78757 |
| Phone | 1-800-55OAKWELL |
| Fax | 512-335-7511 |
| Office hours | Mon - Fri: 9a.m. - 5p.m. Cst |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$668.1M▲ 45%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$668.1Mregulatory AUM
Discretionary $658.4MNon-discretionary $9.6M