| 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 |
Oakwell Private Wealth Management, LLC reports $461.9 million in regulatory assets under management on its Form ADV.
Oakwell Private Wealth Management, LLC reports 15 employees.
Oakwell Private Wealth Management, LLC is based in Austin, TX and has been SEC-registered since 2017.
Oakwell Private Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $461.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $461.9M |