# OAKWELL PRIVATE WEALTH MANAGEMENT, LLC

OAKWELL PRIVATE WEALTH MANAGEMENT, LLC of AUSTIN, TX is an SEC-registered investment adviser.

## Registration

- CRD: 162096
- Type: SEC-registered investment adviser
- SEC file number: 801-110263
- Location: 3200 STECK AVE, SUITE 200, AUSTIN, TX, 78757
- Phone: 1-800-55OAKWELL
- Latest filing: 2026-03-18
- Regulatory AUM: $668.1M
- Discretionary AUM: $658.4M
- Non-discretionary AUM: $9.6M
- Clients: 17
- Accounts: 453

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Laurent Boumaza | OWNER | — |
| Richard Clay Robbins | OWNER | — |
| Touchstone Kyte Mcdonald | OWNER | — |
| Audrey Marie Westfall | CCO; OWNER | — |
| WHEELER BRETT O | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| BOUMAZA LAURENT | MANAGING MEMBER; OWNER | — |
| BOSWELL BRIAN THOMAS | CHIEF COMPLIANCE OFFICER; MEMBER; OWNER | — |
| MICHEL DANIEL ARTHUR | MEMBER; OWNER | — |
| WHEELER BRETT OLAN | OWNER | — |
| ROBBINS RICHARD CLAY | OWNER | — |
| MCDONALD TOUCHSTONE KYTE | OWNER | — |
| MCDONALD JILL ANN | OWNER | — |
| WESTFALL AUDREY | CCO; OWNER | — |
| WESTFALL AUDREY MARIE | CCO; OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/162096/brochure
- Similar advisers: https://search.stillhousedata.com/firm/162096/similar
- Related entities: https://search.stillhousedata.com/firm/162096/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/162096

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.