# Oakwell Private Wealth Management

Oakwell Private Wealth Management is a Bank / Wealth / Trust based in Austin, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** Austin, TX, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** oakwellpwm.com
- **LinkedIn:** https://www.linkedin.com/company/oakwell-private-wealth-management

## Regulatory record

- **CRD number:** 162096
- **SEC file number:** 801-110263
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-18T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/162096

## About

Oakwell Private Wealth Management was founded in 2012 in Austin, Texas. The firm offers investment advisory services to individuals, high net-worth individuals, and corporate accounts, structuring its relationships around both discretionary and non-discretionary asset management. Its service model integrates financial planning and portfolio management, positioning the firm as a guide through clients' personal financial paths. The firm's investment approach is constructed on a planning-first philosophy. Oakwell designs portfolios based on a client's stated definition of financial freedom, rather than a standardized model allocation, and manages assets across public-market strategies. The firm provides ongoing portfolio oversight and adjustment in response to changing market conditions, as reflected in its client communications emphasizing strategy continuity during volatile headline cycles. Oakwell operates from a single location in Austin, Texas. Its client-facing resources cover estate-planning analysis and long-term historical market perspectives, and the firm maintains phone, email, and fax contact channels for client service. As a locally focused registered investment advisor, Oakwell's structural differentiator lies in its collaborative team model rather than a star-manager system. The firm explicitly states that clients benefit from the collective efforts of the entire team, marking a governance architecture designed to reduce key-person dependency in the advisory relationship.

## Questions

### What services does Oakwell Private Wealth Management offer?

Oakwell provides discretionary and non-discretionary asset management services that combine financial planning with portfolio management. The firm works with individuals, high net-worth individuals, and corporate accounts, and its client engagement often begins with a 15-minute financial clarity call with a CFP® professional. Its website emphasizes a planning-first philosophy where portfolio construction flows from each client's personal definition of financial freedom.

### Does Oakwell manage assets on a discretionary basis?

Yes. Oakwell offers both discretionary and non-discretionary asset management services, giving clients flexibility in how much investment authority they delegate. The discretionary service means the firm can make portfolio adjustments without prior client approval for each trade, operating within the agreed-upon investment strategy developed during the financial-planning process.

### Who typically leads the client relationship at Oakwell?

Oakwell has not publicly named individual principals or a chief investment officer. The firm's marketing emphasizes a team-based delivery model, where clients are said to benefit from the collaborative efforts of the entire team rather than the expertise of a single advisor. A CFP® professional conducts the initial financial clarity call.

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Last updated: 2026-08-11T02:43:31.692Z

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