OAKWELL PRIVATE WEALTH MANAGEMENT, LLC
Legal name: OAKWELL PRIVATE WEALTH MANAGEMENT
CRD #162096 SEC #801-110263 AUSTIN, TX 1-800-55OAKWELL
SEC Registered
Total AUM
$461.9M
Discretionary
$461.9M
Employees
15
Clients
251
Accounts
902
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $461.9M | $461.9M | $0 | 15 | 5 |
| Mar 2025 | $461.9M | $461.9M | $0 | 15 | 5 |
| Oct 2024 | $411.8M | $408.1M | $3.7M | 11 | 0 |
| Mar 2024 | $411.8M | $408.1M | $3.7M | 11 | 0 |
| Oct 2023 | $311.2M | $310.8M | $422.9K | 10 | 0 |
| Apr 2023 | $311.2M | $310.8M | $422.9K | 10 | 0 |
| Mar 2023 | $311.2M | $310.8M | $422.9K | 10 | 0 |
| Mar 2022 | $321.7M | $321.2M | $541.9K | 10 | 0 |
| Mar 2021 | $248.3M | $245.4M | $2.9M | 9 | 0 |
| Jun 2020 | $206.1M | $205.5M | $557K | 7 | 0 |
| Jun 2020 | $206.1M | $205.5M | $557K | 7 | 0 |
| Mar 2020 | $206.1M | $205.5M | $557K | 7 | 0 |
| Mar 2019 | $157.8M | $154.2M | $3.6M | 8 | 4 |
| Aug 2018 | $154.1M | $138.5M | $15.6M | 8 | 301 |
| Apr 2018 | $154.1M | $138.5M | $15.6M | 8 | 301 |
| Apr 2018 | $154.1M | $138.5M | $15.6M | 8 | 301 |
| Mar 2018 | $154.1M | $138.5M | $15.6M | 8 | 301 |
| Sep 2017 | $111.9M | $101.6M | $10.4M | 11 | 500 |
| Jun 2017 | $111.9M | $101.6M | $10.4M | 12 | 500 |
| Apr 2017 | $111.9M | $101.6M | $10.4M | 12 | 500 |
| Apr 2017 | $111.9M | $101.6M | $10.4M | 12 | 500 |
| Apr 2017 | $111.9M | $101.6M | $10.4M | 12 | 500 |
| Mar 2017 | $111.9M | $101.6M | $10.4M | 12 | 500 |
| Mar 2017 | $111.9M | $101.6M | $10.4M | 11 | 500 |
DateOct 2025
Total AUM$461.9M
Discretionary$461.9M
Non-Disc.$0
Employees15
Clients5
DateMar 2025
Total AUM$461.9M
Discretionary$461.9M
Non-Disc.$0
Employees15
Clients5
DateOct 2024
Total AUM$411.8M
Discretionary$408.1M
Non-Disc.$3.7M
Employees11
Clients0
DateMar 2024
Total AUM$411.8M
Discretionary$408.1M
Non-Disc.$3.7M
Employees11
Clients0
DateOct 2023
Total AUM$311.2M
Discretionary$310.8M
Non-Disc.$422.9K
Employees10
Clients0
DateApr 2023
Total AUM$311.2M
Discretionary$310.8M
Non-Disc.$422.9K
Employees10
Clients0
DateMar 2023
Total AUM$311.2M
Discretionary$310.8M
Non-Disc.$422.9K
Employees10
Clients0
DateMar 2022
Total AUM$321.7M
Discretionary$321.2M
Non-Disc.$541.9K
Employees10
Clients0
DateMar 2021
Total AUM$248.3M
Discretionary$245.4M
Non-Disc.$2.9M
Employees9
Clients0
DateJun 2020
Total AUM$206.1M
Discretionary$205.5M
Non-Disc.$557K
Employees7
Clients0
DateJun 2020
Total AUM$206.1M
Discretionary$205.5M
Non-Disc.$557K
Employees7
Clients0
DateMar 2020
Total AUM$206.1M
Discretionary$205.5M
Non-Disc.$557K
Employees7
Clients0
DateMar 2019
Total AUM$157.8M
Discretionary$154.2M
Non-Disc.$3.6M
Employees8
Clients4
DateAug 2018
Total AUM$154.1M
Discretionary$138.5M
Non-Disc.$15.6M
Employees8
Clients301
DateApr 2018
Total AUM$154.1M
Discretionary$138.5M
Non-Disc.$15.6M
Employees8
Clients301
DateApr 2018
Total AUM$154.1M
Discretionary$138.5M
Non-Disc.$15.6M
Employees8
Clients301
DateMar 2018
Total AUM$154.1M
Discretionary$138.5M
Non-Disc.$15.6M
Employees8
Clients301
DateSep 2017
Total AUM$111.9M
Discretionary$101.6M
Non-Disc.$10.4M
Employees11
Clients500
DateJun 2017
Total AUM$111.9M
Discretionary$101.6M
Non-Disc.$10.4M
Employees12
Clients500
DateApr 2017
Total AUM$111.9M
Discretionary$101.6M
Non-Disc.$10.4M
Employees12
Clients500
DateApr 2017
Total AUM$111.9M
Discretionary$101.6M
Non-Disc.$10.4M
Employees12
Clients500
DateApr 2017
Total AUM$111.9M
Discretionary$101.6M
Non-Disc.$10.4M
Employees12
Clients500
DateMar 2017
Total AUM$111.9M
Discretionary$101.6M
Non-Disc.$10.4M
Employees12
Clients500
DateMar 2017
Total AUM$111.9M
Discretionary$101.6M
Non-Disc.$10.4M
Employees11
Clients500