OAKWELL PRIVATE WEALTH MANAGEMENT
SEC RegisteredOur financial expertise, your peace of mind.
About the firm
At Oakwell Private Wealth Management, the mission is to help clients find peace of mind through their financial journey, serving as a financial navigator and trusted partner for individuals and families. The firm takes a collaborative approach, ensuring client needs take center stage while drawing on the entire team's efforts.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Oakwell offers private wealth management including investment planning, retirement planning, equity compensation planning, estate planning, tax planning, and business planning. Products and services include retirement planning, qualified tuition plans, annuities, mutual funds, certificates of deposit, employee pension plans, other retirement savings plans for employee groups, life insurance, long-term care, disability and critical illness coverage, and health insurance group health benefits.
Who they serve
Business owners, corporate executives, retirees, doctor professionals, military leaders, and those with newfound wealth.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 265 | $115M |
| High Net Worth Individuals | 147 | $463M |
| Charitable Organizations | 21 | $25M |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
12 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $0-$2,000,000 | 1.00% |
| Next $2,000,000 - $5,000,000 | 0.80% |
| Next $5,000,000 and up | 0.55% |
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. OAKWELL PRIVATE WEALTH MANAGEMENT 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 the SEC or FINRA websites before making any decision.