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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

TitleCco
OwnershipUnder 5%
Control personNo
Since2019
View Oakwell Private Wealth Management, LLC →

Oakwell Private Wealth Management, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2020
View Oakwell Private Wealth Management, LLC →