Active
OAKWELL PRIVATE WEALTH MANAGEMENT
Investment Advice|AUSTIN, TX
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$461.9M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 461.9M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 162096 |
| SEC Number | 801-110263 |
| Street Address | 3200 STECK AVE |
| Street Address 2 | SUITE 200 |
| Location | AUSTIN, TX 78757 |
| Country | United States |
| Phone | 1-800-55OAKWELL |
| Fax | 512-335-7511 |
| Total Employees | 15 |
| Business Types | insurance_broker |
Client Count by Type (331 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 184 |
| High Net Worth Individual… | 106 |
| Pension/Profit Sharing Pl… | 23 |
| Corporations/Businesses | 18 |
Community Partners
CITY OF AUSTIN
CITY OF BEE CAVE
CITY OF ROLLINGWOOD
CITY OF SUNSET VALLEY
COUNTY OF TRAVIS
VILLAGE OF BEAR CREEK
CITY OF AUSTIN
CITY OF BEE CAVE
CITY OF ROLLINGWOOD
CITY OF SUNSET VALLEY
COUNTY OF TRAVIS
VILLAGE OF BEAR CREEK
CITY OF AUSTIN
CITY OF BEE CAVE
CITY OF ROLLINGWOOD
CITY OF SUNSET VALLEY
COUNTY OF TRAVIS
VILLAGE OF BEAR CREEK
Municipal Government
6 Active
6
Organizations
AUSTIN ENERGY
AUSTIN ENERGY
AUSTIN PUBLIC HEALTH
BRODIE RANCH NURSING AND REHABILITATION CENTER
CAPITAL AREA METROPOLITAN PLANNING ORGANIZATION
CENTRAL HEALTH ADOPTED
CENTRAL TEXAS REGIONAL MOBILITY AUTHORITY
CITY OF AUSTIN HOUSING
HAYS COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT NO. 1
LOWER COLORADO RIVER AUTHORITY
ONION CREEK NURSING AND REHABILITATION CENTER
TRAVIS COUNTY EMERGENCY SERVICES DISTRICT 10
WELLS BRANCH COMMUNITY LIBRARY
AUSTIN ENERGY
AUSTIN ENERGY
AUSTIN PUBLIC HEALTH
BRODIE RANCH NURSING AND REHABILITATION CENTER
CAPITAL AREA METROPOLITAN PLANNING ORGANIZATION
CENTRAL HEALTH ADOPTED
CENTRAL TEXAS REGIONAL MOBILITY AUTHORITY
CITY OF AUSTIN HOUSING
HAYS COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT NO. 1
LOWER COLORADO RIVER AUTHORITY
ONION CREEK NURSING AND REHABILITATION CENTER
TRAVIS COUNTY EMERGENCY SERVICES DISTRICT 10
WELLS BRANCH COMMUNITY LIBRARY
AUSTIN ENERGY
AUSTIN ENERGY
AUSTIN PUBLIC HEALTH
BRODIE RANCH NURSING AND REHABILITATION CENTER
CAPITAL AREA METROPOLITAN PLANNING ORGANIZATION
CENTRAL HEALTH ADOPTED
CENTRAL TEXAS REGIONAL MOBILITY AUTHORITY
CITY OF AUSTIN HOUSING
HAYS COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT NO. 1
LOWER COLORADO RIVER AUTHORITY
ONION CREEK NURSING AND REHABILITATION CENTER
TRAVIS COUNTY EMERGENCY SERVICES DISTRICT 10
WELLS BRANCH COMMUNITY LIBRARY
Special District
13 Active
13
Organizations
PROMESA PUBLIC SCHOOLS INC
PROMESA PUBLIC SCHOOLS INC
PROMESA PUBLIC SCHOOLS INC
School District
1 Active
1
Organizations
1000 BOOKS FOR
100 BLACK MEN OF AUSTIN
100 Club of Central Texas
108 MALA INC
1133 FAMILY LOVE FOUNDATION NFP
12 AT 12 GROUP AA
12 FIELDS FOUNDATION
164 PAGE WINNERS
1789 ALLIANCE
1835 CANNON LTD
1 CAPITAL TEXAS HEAT
1DOG1HOUR
1 FOX 2 PRODUCTIONS INC
1 People 1 World
2030 COLLABORATIVE
2222 COALITION OF NEIGHBORHOOD ASSOCIATIONS INC
241 FOUNDATION
273084 DELWOOD LL
2801 SAN JACINTO ASSOCIATION
2FOLD
1000 BOOKS FOR
100 BLACK MEN OF AUSTIN
100 Club of Central Texas
108 MALA INC
1133 FAMILY LOVE FOUNDATION NFP
12 AT 12 GROUP AA
12 FIELDS FOUNDATION
164 PAGE WINNERS
1789 ALLIANCE
1835 CANNON LTD
1 CAPITAL TEXAS HEAT
1DOG1HOUR
1 FOX 2 PRODUCTIONS INC
1 People 1 World
2030 COLLABORATIVE
2222 COALITION OF NEIGHBORHOOD ASSOCIATIONS INC
241 FOUNDATION
273084 DELWOOD LL
2801 SAN JACINTO ASSOCIATION
2FOLD
1000 BOOKS FOR
100 BLACK MEN OF AUSTIN
100 Club of Central Texas
108 MALA INC
1133 FAMILY LOVE FOUNDATION NFP
12 AT 12 GROUP AA
12 FIELDS FOUNDATION
164 PAGE WINNERS
1789 ALLIANCE
1835 CANNON LTD
1 CAPITAL TEXAS HEAT
1DOG1HOUR
1 FOX 2 PRODUCTIONS INC
1 People 1 World
2030 COLLABORATIVE
2222 COALITION OF NEIGHBORHOOD ASSOCIATIONS INC
241 FOUNDATION
273084 DELWOOD LL
2801 SAN JACINTO ASSOCIATION
2FOLD
Nonprofit Organization
10003 Active
10003
Organizations
Community Partners70 organizations
CITY OF AUSTIN
Municipal Government·AUSTIN
CITY OF BEE CAVE
Municipal Government·AUSTIN
CITY OF ROLLINGWOOD
Municipal Government·AUSTIN
CITY OF SUNSET VALLEY
Municipal Government·AUSTIN
AUSTIN ENERGY
Special District·AUSTIN
AUSTIN ENERGY
Special District·AUSTIN
AUSTIN PUBLIC HEALTH
Special District·AUSTIN
BRODIE RANCH NURSING AND REHABILITATION CENTER
Special District·AUSTIN
CAPITAL AREA METROPOLITAN PLANNING ORGANIZATION
Special District·AUSTIN
CENTRAL HEALTH ADOPTED
Special District·AUSTIN
CENTRAL TEXAS REGIONAL MOBILITY AUTHORITY
Special District·AUSTIN
CITY OF AUSTIN HOUSING
Special District·AUSTIN
HAYS COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT NO. 1
Special District·AUSTIN
LOWER COLORADO RIVER AUTHORITY
Special District·AUSTIN
TRAVIS COUNTY EMERGENCY SERVICES DISTRICT 10
Special District·AUSTIN
WELLS BRANCH COMMUNITY LIBRARY
Special District·AUSTIN
PROMESA PUBLIC SCHOOLS INC
School District·AUSTIN
1000 BOOKS FOR
Nonprofit Organization·Austin
100 BLACK MEN OF AUSTIN
Nonprofit Organization·AUSTIN
100 Club of Central Texas
Nonprofit Organization·Austin
108 MALA INC
Nonprofit Organization·Austin
1133 FAMILY LOVE FOUNDATION NFP
Nonprofit Organization·AUSTIN
12 AT 12 GROUP AA
Nonprofit Organization·Austin
12 FIELDS FOUNDATION
Nonprofit Organization·AUSTIN
164 PAGE WINNERS
Nonprofit Organization·Austin
1789 ALLIANCE
Nonprofit Organization·AUSTIN
1835 CANNON LTD
Nonprofit Organization·AUSTIN
1 CAPITAL TEXAS HEAT
Nonprofit Organization·AUSTIN
1DOG1HOUR
Nonprofit Organization·Austin
1 FOX 2 PRODUCTIONS INC
Nonprofit Organization·AUSTIN
1 People 1 World
Nonprofit Organization·Austin
2030 COLLABORATIVE
Nonprofit Organization·AUSTIN
2222 COALITION OF NEIGHBORHOOD ASSOCIATIONS INC
Nonprofit Organization·Austin
241 FOUNDATION
Nonprofit Organization·AUSTIN
273084 DELWOOD LL
Nonprofit Organization·AUSTIN
2801 SAN JACINTO ASSOCIATION
Nonprofit Organization·AUSTIN
2FOLD
Nonprofit Organization·Austin
2 WAVES EVENTS & ENTERTAINMENT INC
Nonprofit Organization·AUSTIN
2X Growth Foundation
Nonprofit Organization·Austin
350 AUSTIN
Nonprofit Organization·Austin
360 Leadership Academy
Nonprofit Organization·Austin
36TH INFANTRY DIVISION NATIONAL MUSEUM FOUNDATION A TX NOT FOR PRO
Nonprofit Organization·Austin
3 DAY STARTUP INC
Nonprofit Organization·AUSTIN
3M AUSTIN QUARTER CENTURY & RETIRESS CLUB
Nonprofit Organization·Austin
3RD DIMENSION DREAMS LABORATORY
Nonprofit Organization·Austin
4211392 TEXAS TOAST
Nonprofit Organization·Austin
455TH BOMB GROUP ASSOCIATION INC
Nonprofit Organization·Austin
4ATX FOUNDATION
Nonprofit Organization·AUSTIN
4 Corners International
Nonprofit Organization·Austin
4L FOUNDATION
Nonprofit Organization·AUSTIN
4TH AND 1 INC
Nonprofit Organization·AUSTIN
4WARDINNOVATION
Nonprofit Organization·AUSTIN
512 Brothers & Sisters
Nonprofit Organization·Austin
5K 4 LILA J
Nonprofit Organization·AUSTIN
5TG INC
Nonprofit Organization·AUSTIN
644 Casis Elementary PTA Inc
Nonprofit Organization·Austin
700 FOR SCIENCE INC
Nonprofit Organization·AUSTIN
7562771 SOUTHSIDE SPEAKS
Nonprofit Organization·Austin
787 CYCLING
Nonprofit Organization·Austin
8212 CLUB-WOMEN OF BARTON CREEK COUNTRY CLUB
Nonprofit Organization·Austin
856 SERVICES FUND INC
Nonprofit Organization·AUSTIN
8WAV INC
Nonprofit Organization·Austin
90 FOUNDATION
Nonprofit Organization·Austin
96TH RIVERINE
Nonprofit Organization·Austin
A21 USA INC
Nonprofit Organization·AUSTIN
AACE INTERNATIONAL
Nonprofit Organization·Austin
AA DEAF INTERGROUP OF CENTRAL TEXAS
Nonprofit Organization·AUSTIN