{
  "crd_number": 162096,
  "slug": "oakwell-private-wealth-management-austin-tx-162096",
  "primary_business_name": "OAKWELL PRIVATE WEALTH MANAGEMENT",
  "legal_name": "OAKWELL PRIVATE WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Austin",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "12420",
  "metro": {
    "cbsa_code": "12420",
    "common_name": "Austin",
    "msa_name": "Austin-Round Rock-San Marcos, TX",
    "path": "/advisors/tx/austin"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-04-05",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-18",
  "carried_forward": false,
  "raum_total": 668051568.0,
  "raum_discretionary": 658407454.0,
  "raum_non_discretionary": 9644114.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 17,
  "advisory_employees": 9,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 114662227.0,
      "count": 265
    },
    "pension_profit_sharing": {
      "raum": 24915262.0,
      "count": 21
    },
    "high_net_worth_individuals": {
      "raum": 463253084.0,
      "count": 147
    },
    "corporations_other_businesses": {
      "raum": 65220995.0,
      "count": 20
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "LA",
    "MI",
    "NH",
    "TX"
  ],
  "websites": [
    "https://facebook.com/OAKWELLPWM",
    "https://linkedin.com/COMPANY/OAKWELL-PRIVATE-WEALTH-MANAGEMENT",
    "https://oakwellpwm.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/162096",
  "city_as_filed": "AUSTIN",
  "url": "https://advisorcensus.com/firm/oakwell-private-wealth-management-austin-tx-162096",
  "display_name": "Oakwell Private Wealth Management",
  "summary": "Oakwell Private Wealth Management is an SEC-registered investment advisory firm in Austin, TX, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 18, 2026.",
  "citation": "AdvisorCensus. Oakwell Private Wealth Management (CRD 162096): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Oakwell Private Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Oakwell Private Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Oakwell Private Wealth Management charge?",
      "a": "Its Form ADV Part 2A brochure dated March 18, 2026 states: Up to $2,000,000: 1% a year; $2,000,000 to $5,000,000: 0.8% a year; Above $5,000,000: 0.55% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Oakwell Private Wealth Management located?",
      "a": "Oakwell Private Wealth Management's principal office is in Austin, TX, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Oakwell Private Wealth Management registered with the SEC or a state?",
      "a": "Oakwell Private Wealth Management is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 162096."
    },
    {
      "q": "How much does Oakwell Private Wealth Management manage?",
      "a": "Oakwell Private Wealth Management reports $668,051,568 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (99% discretionary)."
    },
    {
      "q": "How have Oakwell Private Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Oakwell Private Wealth Management: Regulatory assets under management: $248,306,811 in the October 2021 data and $668,051,568 in the October 2026 data, up 169%. Total employees: 9 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Oakwell Private Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (265); high net worth individuals (147); pension and profit sharing plans (but not the plan participants or government pension plans) (21)."
    },
    {
      "q": "Which custodians does Oakwell Private Wealth Management use?",
      "a": "Oakwell Private Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Oakwell Private Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/162096"
    },
    {
      "q": "Does Oakwell Private Wealth Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 18, 2026 says: \"Oakwell Private Wealth Management, LLC does not impose a minimum account balance for the opening of an account with the Adviser.\" \"There is no account minimum.\""
    },
    {
      "q": "What changed in Oakwell Private Wealth Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $461,933,416 to $668,051,568 (+45%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 248306811.0,
      "total_employees": 9,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 321727734.0,
      "total_employees": 10,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 311200508.0,
      "total_employees": 10,
      "filing_date": "2023-10-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 411756060.0,
      "total_employees": 11,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 461933416.0,
      "total_employees": 15,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 668051568.0,
      "total_employees": 17,
      "filing_date": "2026-03-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $461,933,416 to $668,051,568 (+45%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in MI."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 18, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $2,000,000",
        "rate": "1%"
      },
      {
        "band": "$2,000,000 to $5,000,000",
        "rate": "0.8%"
      },
      {
        "band": "Above $5,000,000",
        "rate": "0.55%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $2,000,000: 1% a year",
          "$2,000,000 to $5,000,000: 0.8% a year",
          "Above $5,000,000: 0.55% a year"
        ],
        "quotes": [
          "Tiered Fee Schedule\nAUM Fee\nFirst $0-$2,000,000 1.00%\nNext $2,000,000 - $5,000,000 0.80%\nNext $5,000,000 and up 0.55%",
          "The fees shown above are annual fees and may be negotiable based upon certain circumstances."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Oakwell Private Wealth Management, LLC does not impose a minimum account balance for the opening of an account with the Adviser.",
          "There is no account minimum."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 2000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 2000000.0,
          "max": 5000000.0,
          "rate_pct": 0.8
        },
        {
          "min": 5000000.0,
          "max": null,
          "rate_pct": 0.55
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Tiered Fee Schedule\nAUM Fee\nFirst $0-$2,000,000 1.00%\nNext $2,000,000 - $5,000,000 0.80%\nNext $5,000,000 and up 0.55%",
      "The fees shown above are annual fees and may be negotiable based upon certain circumstances.",
      "Oakwell Private Wealth Management, LLC does not impose a minimum account balance for the opening of an account with the Adviser.",
      "There is no account minimum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/oakwell-private-wealth-management-austin-tx-162096.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 265,
      "fewer_than_5": false,
      "raum": 114662227.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 147,
      "fewer_than_5": false,
      "raum": 463253084.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 21,
      "fewer_than_5": false,
      "raum": 24915262.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 20,
      "fewer_than_5": false,
      "raum": 65220995.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/162096",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}