OAKWELL PRIVATE WEALTH MANAGEMENT, LLC of AUSTIN, TX is an SEC-registered investment adviser (CRD 162096). Regulatory assets under management: $668.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| NEW BRAUNFELS | TX | 8 | 800-556-2593 |
| NEW BRAUNFELS | TX | 8 | 800-556-2593 |
| CEDAR PARK | TX | 6 | 800.556.2593 |
| CEDAR PARK | TX | 6 | 800.556.2593 |
| — | — | 1 | 512-640-3610 |
| — | — | 1 | 512-640-3610 |