# Oakwell Private Wealth Management

> 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.

- CRD: 162096
- Filed as: OAKWELL PRIVATE WEALTH MANAGEMENT
- Legal name: Oakwell Private Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/162096
- AdvisorCensus page: https://advisorcensus.com/firm/oakwell-private-wealth-management-austin-tx-162096

## Quick answers

**How is Oakwell Private Wealth Management compensated?**
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).

**How much does Oakwell Private Wealth Management charge?**
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.

**Where is Oakwell Private Wealth Management located?**
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).

**Is Oakwell Private Wealth Management registered with the SEC or a state?**
Oakwell Private Wealth Management is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 162096.

**How much does Oakwell Private Wealth Management manage?**
Oakwell Private Wealth Management reports $668,051,568 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (99% discretionary).

**How have Oakwell Private Wealth Management's assets and staff changed since 2021?**
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.

**What types of clients does Oakwell Private Wealth Management serve?**
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).

**Which custodians does Oakwell Private Wealth Management use?**
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.

**Does Oakwell Private Wealth Management report any disciplinary disclosures?**
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

**Does Oakwell Private Wealth Management state an account minimum?**
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."

**What changed in Oakwell Private Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $461,933,416 to $668,051,568 (+45%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- 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

> Tiered Fee Schedule AUM Fee First $0-$2,000,000 1.00% Next $2,000,000 - $5,000,000 0.80% Next $5,000,000 and up 0.55%

> The fees shown above are annual fees and may be negotiable based upon certain circumstances.

- Account minimum: None

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $668,051,568
- Discretionary: $658,407,454
- Non-discretionary: $9,644,114

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 265 | $114,662,227 |
| High net worth individuals | 147 | $463,253,084 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 21 | $24,915,262 |
| Corporations or other businesses not listed above | 20 | $65,220,995 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 17 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, MI, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Cedar Park, TX
- New Braunfels, TX

### Websites listed on Form ADV (Item 1.I)
- oakwellpwm.com
- Facebook @OAKWELLPWM
- LinkedIn @OAKWELL-PRIVATE-WEALTH-MANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $248,306,811 | 9 | March 30, 2021 |
| October 2022 | $321,727,734 | 10 | March 30, 2022 |
| October 2023 | $311,200,508 | 10 | October 3, 2023 |
| October 2024 | $411,756,060 | 11 | March 26, 2024 |
| October 2025 | $461,933,416 | 15 | March 28, 2025 |
| October 2026 | $668,051,568 | 17 | March 18, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $461,933,416 to $668,051,568 (+45%).

### December 2025
- Registered or notice-filed in MI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oakwell Private Wealth Management (CRD 162096): Form ADV filing data as of October 2026.