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Laurent Boumaza

Investment Adviser Representative at OAKWELL PRIVATE WEALTH MANAGEMENT

Austin, TXCRD #4550148Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
1 states
Exams Passed
3

Professional summary

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

Laurent Boumaza has worked in the securities industry since 2002. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Texas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/22/2002
SIE
Securities Industry Essentials Examination
Passed 12/31/2017
Series 7
General Securities Representative Examination
Passed 7/3/2002

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
9/16/2015Austin, TX
STRATEGIC FINANCIAL CONCEPTS, LLC
5/8/20079/17/2015San Antonio, TX
AIG FINANCIAL ADVISORS, INC.
10/31/200812/15/2008Austin, TX
AMERICAN GENERAL SECURITIES INCORPORATED
10/28/200310/31/2008Austin, 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. Laurent Boumaza 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.

Laurent Boumaza - Financial Advisor in Austin, TX | AdvisorFinder