Oakwell Private Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 18, 2026, reports $668M in regulatory assets under management, 17 employees, 3 offices, and 453 accounts.
Assets Under Management
$668M
Employees
17
Offices
3 offices
Total Clients
453
Primary office
AUSTIN, TX
3200 STECK AVE, SUITE 200, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.5% of total clients.
Top client categories% of clientsClients
1
Individuals
58.5%
265
2
HNWI
32.5%
147
3
Pension Plans
4.6%
21
4
Corporations
4.4%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$668Mas of March 18, 2026
Discretionary98.6%
$658M
99% of total RAUM98.6%
Non-discretionary1.4%
$10M
1% of total RAUM1.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$668M
Total Accounts453
10Y AUM Change+$556M (+496.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee27:1
10Y Employee Change+5 (+41.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.