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Small Business Simplified, LLC

Owning MemberOakwell Private Wealth Management, LLC

About Small Business Simplified, LLC

Small Business Simplified, LLC is listed as Owning Member at Oakwell Private Wealth Management, LLC in Austin, TX. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Oakwell Private Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Small Business Simplified, LLC work?

Small Business Simplified, LLC is listed as Owning Member at Oakwell Private Wealth Management, LLC on SEC Form ADV.

How much of Oakwell Private Wealth Management, LLC does Small Business Simplified, LLC own?

Form ADV reports a beneficial ownership band of 5-10%.

Oakwell Private Wealth Management, LLC

TitleOwning Member
Ownership5-10%
Control personYes
Since2020