Oakwell Private Wealth Management

Firm record

As recorded in SEC IAPD

Firm CRD

162096

SEC number

801-110263

Firm type

RIA

Assets under management

$668.1M as of Mar 18, 2026

Website

www.oakwellpwm.com ↗

Phone

1-800-55OAKWELL

Address

3200 Steck Ave, Austin, TX, 78757

Advisors at this firm

11 in our index · page 1 of 1

• Laurent BoumazaCRD 4550148 · Austin, TX
  IA RegisteredRegistration inactive
• Patrick Garrett DeistCRD 6545299 · Cedar Park, TX
  IA RegisteredRegistration inactive
• Lindsay Nicole HaasCRD 6069756 · New Braunfels, TX
  IA RegisteredRegistration inactive
• Reagan Leann HelfandCRD 4715580 · Cedar Park, TX
  IA RegisteredRegistration inactive
• David Andrew LindleyCRD 4682997 · Plymouth, MI
  IA Registered
• Touchstone Kyte McdonaldCRD 4502661 · New Braunfels, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Kyte Wurzbach McdonaldCRD 8297078 · New Braunfels, TX
  IA Registered
• Thomas J PanagiotouCRD 6677181 · Austin, TX
  IA Registered
• Richard Clay RobbinsCRD 4959196 · New Braunfels, TX
  IA RegisteredRegistration inactive
• Anthony Jamone TaylorCRD 7271117 · Cedar Park, TX
  IA Registered
• Eric Arthur VordenbaumCRD 1421137 · Seguin, TX
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.