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Daniel Arthur Michel

Investment Adviser Representative at OAKWELL PRIVATE WEALTH MANAGEMENT

Austin, TXCRD #5109155Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
States Registered
1 states
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Daniel Arthur Michel has worked in the securities industry since 2006. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Texas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/31/2006

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $0-$2,000,0001.00%
Next $2,000,000 - $5,000,0000.80%
Next $5,000,000 and up0.55%
Source

Oakwell Private Wealth Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

OAKWELL PRIVATE WEALTH MANAGEMENTCurrent
4/2/2015Austin, TX
RM WEALTH MANAGEMENT, L.L.C.
4/7/200611/16/2016Austin, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View OAKWELL PRIVATE WEALTH MANAGEMENT firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Arthur Michel has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Daniel Arthur Michel - Financial Advisor in Austin, TX | AdvisorFinder