Audrey Marie Westfall
CcoOakwell Private Wealth Management, LLCCRD 6165684
About Audrey Marie Westfall
Audrey Marie Westfall is listed as Cco at Oakwell Private Wealth Management, LLC in Austin, TX. Form ADV reports a beneficial ownership band of Under 5%. Audrey Marie Westfall is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Oakwell Private Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Audrey Marie Westfall work?
Audrey Marie Westfall is listed as Cco at Oakwell Private Wealth Management, LLC on SEC Form ADV.
How much of Oakwell Private Wealth Management, LLC does Audrey Marie Westfall own?
Form ADV reports a beneficial ownership band of Under 5%.
Oakwell Private Wealth Management, LLC
| Title | Cco |
| Ownership | Under 5% |
| Control person | No |
| Since | 2019 |
Oakwell Private Wealth Management, LLC
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2020 |