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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 9, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MICHEL, DANIEL, ARTHUR | I | MEMBER | NA | |
| MICHEL, DANIEL, ARTHUR | I | MEMBER | NA | |
| MICHEL, DANIEL, ARTHUR | I | MEMBER | NA | |
| MICHEL, DANIEL, ARTHUR | I | MEMBER | NA | |
| MICHEL, DANIEL, ARTHUR | I | MEMBER | NA | |
| MICHEL, DANIEL, ARTHUR | I | MEMBER | NA | |
| MICHEL, DANIEL, ARTHUR | I | MEMBER | NA | |
| WESTFALL, AUDREY | I | CCO | NA | |
| WESTFALL, AUDREY | I | CCO | NA | |
| WESTFALL, AUDREY | I | CCO | NA | |
| WESTFALL, AUDREY | I | CCO | NA | |
| WESTFALL, AUDREY | I | CCO | NA | |
| WESTFALL, AUDREY | I | CCO | NA | |
| WESTFALL, AUDREY | I | CCO | NA | |
| WESTFALL, AUDREY, MARIE | I | CCO | NA | |
| WESTFALL, AUDREY, MARIE | I | CCO | NA | |
| WESTFALL, AUDREY, MARIE | I | CCO | NA | |
| WESTFALL, AUDREY, MARIE | I | CCO | NA | |
| WESTFALL, AUDREY, MARIE | I | CCO | NA | |
| WESTFALL, AUDREY, MARIE | I | CCO | NA | |
| WESTFALL, AUDREY, MARIE | I | CCO | NA | |
| CERUSE FINANCIAL LLC | DE | OWNING MEMBER | D | Control |
| CERUSE FINANCIAL LLC | DE | OWNING MEMBER | D | Control |
| CERUSE FINANCIAL LLC | DE | OWNING MEMBER | D | Control |
| CERUSE FINANCIAL LLC | DE | OWNING MEMBER | D | Control |
| CERUSE FINANCIAL LLC | DE | OWNING MEMBER | D | Control |
| CERUSE FINANCIAL LLC | DE | OWNING MEMBER | D | Control |
| CERUSE FINANCIAL LLC | DE | OWNING MEMBER | D | Control |
| CERUSE FINANCIAL LLC | DE | OWNING MEMBER | D | Control |
| CERUSE FINANCIAL LLC | DE | OWNING MEMBER | D | Control |
| CERUSE FINANCIAL LLC | DE | OWNING MEMBER | D | Control |
| CERUSE FINANCIAL LLC | DE | OWNING MEMBER | D | Control |
| CERUSE FINANCIAL LLC | DE | OWNING MEMBER | D | Control |
| CERUSE FINANCIAL LLC | DE | OWNING MEMBER | D | Control |
| CERUSE FINANCIAL LLC | DE | OWNING MEMBER | D | Control |
| BOUMAZA, LAURENT | I | MANAGING MEMBER | C | Control |
| BOUMAZA, LAURENT | I | MANAGING MEMBER | C | Control |
| BOUMAZA, LAURENT | I | MANAGING MEMBER | C | Control |
| BOUMAZA, LAURENT | I | MANAGING MEMBER | C | Control |
| BOUMAZA, LAURENT | I | MANAGING MEMBER | C | Control |
| BOUMAZA, LAURENT | I | MANAGING MEMBER | C | Control |
| BOUMAZA, LAURENT | I | MANAGING MEMBER | C | Control |
| CERUSE FINANCIAL LLC | DE | OWNING MEMBER | C | Control |
| CERUSE FINANCIAL LLC | DE | OWNING MEMBER | C | Control |
| CERUSE FINANCIAL LLC | DE | OWNING MEMBER | C | Control |
| CERUSE FINANCIAL LLC | DE | OWNING MEMBER | C | Control |
| ROBBINS FINANCIAL COORDINATING SERVICES INC. | DE | OWNING MEMBER | C | Control |
| ROBBINS FINANCIAL COORDINATING SERVICES INC. | DE | OWNING MEMBER | C | Control |
| ROBBINS FINANCIAL COORDINATING SERVICES INC. | DE | OWNING MEMBER | C | Control |
| ROBBINS FINANCIAL COORDINATING SERVICES INC. | DE | OWNING MEMBER | C | Control |
| ROBBINS FINANCIAL COORDINATING SERVICES INC. | DE | OWNING MEMBER | C | Control |
| ROBBINS FINANCIAL COORDINATING SERVICES INC. | DE | OWNING MEMBER | C | Control |
| ROBBINS FINANCIAL COORDINATING SERVICES INC. | DE | OWNING MEMBER | C | Control |
| ROBBINS FINANCIAL COORDINATING SERVICES INC. | DE | OWNING MEMBER | C | Control |
| ROBBINS FINANCIAL COORDINATING SERVICES INC. | DE | OWNING MEMBER | C | Control |
| ROBBINS FINANCIAL COORDINATING SERVICES INC. | DE | OWNING MEMBER | C | Control |
| ROBBINS FINANCIAL COORDINATING SERVICES INC. | DE | OWNING MEMBER | C | Control |
| ROBBINS FINANCIAL COORDINATING SERVICES INC. | DE | OWNING MEMBER | C | Control |
| ROBBINS FINANCIAL COORDINATING SERVICES INC. | DE | OWNING MEMBER | C | Control |
| ROBBINS FINANCIAL COORDINATING SERVICES INC. | DE | OWNING MEMBER | C | Control |
| WHEELER, BRETT, O | I | MANAGING MEMBER | C | Control |
| WHEELER, BRETT, O | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WHEELER, BRETT, O | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WHEELER, BRETT, O | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WHEELER, BRETT, O | I | MANAGING MEMBER | C | Control |
| WHEELER, BRETT, O | I | MANAGING MEMBER | C | Control |
| WHEELER, BRETT, O | I | MANAGING MEMBER | C | Control |
| BOSWELL, BRIAN, THOMAS | I | CHIEF COMPLIANCE OFFICER | B | |
| BOSWELL, BRIAN, THOMAS | I | MEMBER | B | |
| BOSWELL, BRIAN, THOMAS | I | MEMBER | B | |
| BOSWELL, BRIAN, THOMAS | I | MEMBER | B | |
| BOSWELL, BRIAN, THOMAS | I | CHIEF COMPLIANCE OFFICER | B | |
| BOSWELL, BRIAN, THOMAS | I | CHIEF COMPLIANCE OFFICER | B | |
| BOSWELL, BRIAN, THOMAS | I | CHIEF COMPLIANCE OFFICER | B | |
| BOSWELL, BRIAN, THOMAS | I | CHIEF COMPLIANCE OFFICER | B | |
| BOSWELL, BRIAN, THOMAS | I | CHIEF COMPLIANCE OFFICER | B | |
| BOSWELL, BRIAN, THOMAS | I | CHIEF COMPLIANCE OFFICER | B | |
| BOSWELL, BRIAN, THOMAS | I | CHIEF COMPLIANCE OFFICER | B | |
| ROBBINS FINANCIAL COORDINATING SERVICES INC. | DE | OWNING MEMBER | B | |
| ROBBINS FINANCIAL COORDINATING SERVICES INC. | DE | OWNING MEMBER | B | |
| ROBBINS FINANCIAL COORDINATING SERVICES INC. | DE | OWNING MEMBER | B | |
| ROBBINS FINANCIAL COORDINATING SERVICES INC. | DE | OWNING MEMBER | B | |
| TOUCHSTONE WEALTH PLANNERS INC. | DE | OWNING MEMBER | B | |
| TOUCHSTONE WEALTH PLANNERS INC. | DE | OWNING MEMBER | B | |
| TOUCHSTONE WEALTH PLANNERS INC. | DE | OWNING MEMBER | B | |
| TOUCHSTONE WEALTH PLANNERS INC. | DE | OWNING MEMBER | B | |
| TOUCHSTONE WEALTH PLANNERS INC. | DE | OWNING MEMBER | B | Control |
| TOUCHSTONE WEALTH PLANNERS INC. | DE | OWNING MEMBER | B | Control |
| TOUCHSTONE WEALTH PLANNERS INC. | DE | OWNING MEMBER | B | Control |
| TOUCHSTONE WEALTH PLANNERS INC. | DE | OWNING MEMBER | B | Control |
| TOUCHSTONE WEALTH PLANNERS INC. | DE | OWNING MEMBER | B | Control |
| TOUCHSTONE WEALTH PLANNERS INC. | DE | OWNING MEMBER | B | Control |
| TOUCHSTONE WEALTH PLANNERS INC. | DE | OWNING MEMBER | B | Control |
| TOUCHSTONE WEALTH PLANNERS INC. | DE | OWNING MEMBER | B | Control |
| TOUCHSTONE WEALTH PLANNERS INC. | DE | OWNING MEMBER | B | Control |
| TOUCHSTONE WEALTH PLANNERS INC. | DE | OWNING MEMBER | B | Control |
| TOUCHSTONE WEALTH PLANNERS INC. | DE | OWNING MEMBER | B | Control |
| TOUCHSTONE WEALTH PLANNERS INC. | DE | OWNING MEMBER | B | Control |
| TOUCHSTONE WEALTH PLANNERS INC. | DE | OWNING MEMBER | B | Control |
| TOUCHSTONE WEALTH PLANNERS INC. | DE | OWNING MEMBER | B | Control |
| OAKWELL INSURANCE GROUP LLC | DE | OWNING MEMBER | A | |
| OAKWELL INSURANCE GROUP LLC | DE | OWNING MEMBER | A | |
| OAKWELL INSURANCE GROUP LLC | DE | OWNING MEMBER | A | |
| OAKWELL INSURANCE GROUP LLC | DE | OWNING MEMBER | A | |
| OAKWELL INSURANCE GROUP, LLC | DE | OWNING MEMBER | A | Control |
| OAKWELL INSURANCE GROUP, LLC | DE | OWNING MEMBER | A | Control |
| OAKWELL INSURANCE GROUP, LLC | DE | OWNING MEMBER | A | Control |
| OAKWELL INSURANCE GROUP, LLC | DE | OWNING MEMBER | A | Control |
| OAKWELL INSURANCE GROUP, LLC | DE | OWNING MEMBER | A | Control |
| OAKWELL MONEY MANAGEMENT LLC | DE | OWNING MEMBER | A | |
| OAKWELL MONEY MANAGEMENT LLC | DE | OWNING MEMBER | A | |
| OAKWELL MONEY MANAGEMENT LLC | DE | OWNING MEMBER | A | |
| RM WEALTH MANAGEMENT LLC | DE | OWNING MEMBER | A | |
| RM WEALTH MANAGEMENT LLC | DE | OWNING MEMBER | A | |
| RM WEALTH MANAGEMENT LLC | DE | OWNING MEMBER | A | |
| RM WEALTH MANAGEMENT LLC | DE | OWNING MEMBER | A | |
| RM WEALTH MANAGEMENT LLC | DE | OWNING MEMBER | A | Control |
| RM WEALTH MANAGEMENT LLC | DE | OWNING MEMBER | A | Control |
| RM WEALTH MANAGEMENT LLC | DE | OWNING MEMBER | A | Control |
| RM WEALTH MANAGEMENT LLC | DE | OWNING MEMBER | A | Control |
| RM WEALTH MANAGEMENT LLC | DE | OWNING MEMBER | A | Control |
| SMALL BUSINESS SIMPLIFIED, LLC | DE | OWNING MEMBER | A | Control |
| SMALL BUSINESS SIMPLIFIED, LLC | DE | OWNING MEMBER | A | Control |
| SMALL BUSINESS SIMPLIFIED, LLC | DE | OWNING MEMBER | A | Control |
| SMALL BUSINESS SIMPLIFIED, LLC | DE | OWNING MEMBER | A | Control |
| SMALL BUSINESS SIMPLIFIED, LLC | DE | OWNING MEMBER | A | Control |
| SMALL BUSINESS SIMPLIFIED, LLC | DE | OWNING MEMBER | A | Control |
| SMALL BUSINESS SIMPLIFIED, LLC | DE | OWNING MEMBER | A | Control |
| SMALL BUSINESS SIMPLIFIED, LLC | DE | OWNING MEMBER | A | Control |
| SMALL BUSINESS SIMPLIFIED, LLC | DE | OWNING MEMBER | A | Control |
| SMALL BUSINESS SIMPLIFIED, LLC | DE | OWNING MEMBER | A | Control |
| SMALL BUSINESS SIMPLIFIED, LLC | DE | OWNING MEMBER | A | Control |
| SMALL BUSINESS SIMPLIFIED, LLC | DE | OWNING MEMBER | A | Control |
| SMALL BUSINESS SIMPLIFIED, LLC | DE | OWNING MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BOSWELL, BRIAN, THOMAS | I | OAKWELL INSURANCE GROUP LLC | E | Control |
| BOSWELL, BRIAN, THOMAS | I | OAKWELL INSURANCE GROUP LLC | E | Control |
| BOSWELL, BRIAN, THOMAS | I | OAKWELL INSURANCE GROUP LLC | E | Control |
| BOSWELL, BRIAN, THOMAS | I | OAKWELL INSURANCE GROUP, LLC | E | Control |
| BOSWELL, BRIAN, THOMAS | I | OAKWELL INSURANCE GROUP, LLC | E | Control |
| BOSWELL, BRIAN, THOMAS | I | OAKWELL INSURANCE GROUP, LLC | E | Control |
| BOSWELL, BRIAN, THOMAS | I | OAKWELL INSURANCE GROUP, LLC | E | Control |
| BOSWELL, BRIAN, THOMAS | I | OAKWELL INSURANCE GROUP, LLC | E | Control |
| BOUMAZA, LAURENT | I | CERUSE FINANCIAL LLC | E | Control |
| BOUMAZA, LAURENT | I | CERUSE FINANCIAL LLC | E | Control |
| BOUMAZA, LAURENT | I | CERUSE FINANCIAL LLC | E | Control |
| BOUMAZA, LAURENT | I | CERUSE FINANCIAL LLC | E | Control |
| BOUMAZA, LAURENT | I | CERUSE FINANCIAL LLC | E | Control |
| BOUMAZA, LAURENT | I | CERUSE FINANCIAL LLC | E | Control |
| BOUMAZA, LAURENT | I | CERUSE FINANCIAL LLC | E | Control |
| BOUMAZA, LAURENT | I | CERUSE FINANCIAL LLC | E | Control |
| BOUMAZA, LAURENT | I | CERUSE FINANCIAL LLC | E | Control |
| BOUMAZA, LAURENT | I | CERUSE FINANCIAL LLC | E | Control |
| BOUMAZA, LAURENT | I | CERUSE FINANCIAL LLC | E | Control |
| BOUMAZA, LAURENT | I | CERUSE FINANCIAL LLC | E | Control |
| BOUMAZA, LAURENT | I | CERUSE FINANCIAL LLC | E | Control |
| BOUMAZA, LAURENT | I | CERUSE FINANCIAL LLC | E | Control |
| BOUMAZA, LAURENT | I | CERUSE FINANCIAL LLC | E | Control |
| MICHEL, DANIEL, ARTHUR | I | RM WEALTH MANAGEMENT LLC | E | Control |
| MICHEL, DANIEL, ARTHUR | I | RM WEALTH MANAGEMENT LLC | E | Control |
| MICHEL, DANIEL, ARTHUR | I | RM WEALTH MANAGEMENT LLC | E | Control |
| MICHEL, DANIEL, ARTHUR | I | RM WEALTH MANAGEMENT LLC | E | Control |
| MICHEL, DANIEL, ARTHUR | I | RM WEALTH MANAGEMENT LLC | E | Control |
| MICHEL, DANIEL, ARTHUR | I | RM WEALTH MANAGEMENT LLC | E | Control |
| MICHEL, DANIEL, ARTHUR | I | RM WEALTH MANAGEMENT LLC | E | Control |
| MICHEL, DANIEL, ARTHUR | I | RM WEALTH MANAGEMENT LLC | E | Control |
| MICHEL, DANIEL, ARTHUR | I | RM WEALTH MANAGEMENT LLC | E | Control |
| ROBBINS, RICHARD, CLAY | I | ROBBINS FINANCIAL COORDINATING SERVICES INC. | E | Control |
| ROBBINS, RICHARD, CLAY | I | ROBBINS FINANCIAL COORDINATING SERVICES INC. | E | Control |
| ROBBINS, RICHARD, CLAY | I | ROBBINS FINANCIAL COORDINATING SERVICES INC. | E | Control |
| ROBBINS, RICHARD, CLAY | I | ROBBINS FINANCIAL COORDINATING SERVICES INC. | E | Control |
| ROBBINS, RICHARD, CLAY | I | ROBBINS FINANCIAL COORDINATING SERVICES INC. | E | Control |
| ROBBINS, RICHARD, CLAY | I | ROBBINS FINANCIAL COORDINATING SERVICES INC. | E | Control |
| ROBBINS, RICHARD, CLAY | I | ROBBINS FINANCIAL COORDINATING SERVICES INC. | E | Control |
| ROBBINS, RICHARD, CLAY | I | ROBBINS FINANCIAL COORDINATING SERVICES INC. | E | Control |
| ROBBINS, RICHARD, CLAY | I | ROBBINS FINANCIAL COORDINATING SERVICES INC. | E | Control |
| ROBBINS, RICHARD, CLAY | I | ROBBINS FINANCIAL COORDINATING SERVICES INC. | E | Control |
| ROBBINS, RICHARD, CLAY | I | ROBBINS FINANCIAL COORDINATING SERVICES INC. | E | Control |
| ROBBINS, RICHARD, CLAY | I | ROBBINS FINANCIAL COORDINATING SERVICES INC. | E | Control |
| ROBBINS, RICHARD, CLAY | I | ROBBINS FINANCIAL COORDINATING SERVICES INC. | E | Control |
| ROBBINS, RICHARD, CLAY | I | ROBBINS FINANCIAL COORDINATING SERVICES INC. | E | Control |
| ROBBINS, RICHARD, CLAY | I | ROBBINS FINANCIAL COORDINATING SERVICES INC. | E | Control |
| WESTFALL, AUDREY | I | SMALL BUSINESS SIMPLIFIED, LLC | E | Control |
| WESTFALL, AUDREY | I | SMALL BUSINESS SIMPLIFIED, LLC | E | Control |
| WESTFALL, AUDREY | I | SMALL BUSINESS SIMPLIFIED, LLC | E | Control |
| WESTFALL, AUDREY | I | SMALL BUSINESS SIMPLIFIED, LLC | E | Control |
| WESTFALL, AUDREY | I | SMALL BUSINESS SIMPLIFIED, LLC | E | Control |
| WESTFALL, AUDREY | I | SMALL BUSINESS SIMPLIFIED, LLC | E | Control |
| WESTFALL, AUDREY, MARIE | I | SMALL BUSINESS SIMPLIFIED, LLC | E | Control |
| WESTFALL, AUDREY, MARIE | I | SMALL BUSINESS SIMPLIFIED, LLC | E | Control |
| WESTFALL, AUDREY, MARIE | I | SMALL BUSINESS SIMPLIFIED, LLC | E | Control |
| WESTFALL, AUDREY, MARIE | I | SMALL BUSINESS SIMPLIFIED, LLC | E | Control |
| WHEELER, BRETT, OLAN | I | OAKWELL MONEY MANAGEMENT LLC | E | Control |
| WHEELER, BRETT, OLAN | I | OAKWELL MONEY MANAGEMENT LLC | E | Control |
| WHEELER, BRETT, OLAN | I | OAKWELL MONEY MANAGEMENT LLC | E | Control |
| MCDONALD, JILL, ANN | I | TOUCHSTONE WEALTH PLANNERS INC. | D | Control |
| MCDONALD, JILL, ANN | I | TOUCHSTONE WEALTH PLANNERS INC. | D | Control |
| MCDONALD, JILL, ANN | I | TOUCHSTONE WEALTH PLANNERS INC. | D | Control |
| MCDONALD, JILL, ANN | I | TOUCHSTONE WEALTH PLANNERS INC. | D | Control |
| MCDONALD, JILL, ANN | I | TOUCHSTONE WEALTH PLANNERS INC. | D | Control |
| MCDONALD, TOUCHSTONE, KYTE | I | TOUCHSTONE WEALTH PLANNERS INC. | D | Control |
| MCDONALD, TOUCHSTONE, KYTE | I | TOUCHSTONE WEALTH PLANNERS INC. | D | Control |
| MCDONALD, TOUCHSTONE, KYTE | I | TOUCHSTONE WEALTH PLANNERS INC. | D | Control |
| MCDONALD, TOUCHSTONE, KYTE | I | TOUCHSTONE WEALTH PLANNERS INC. | D | Control |
| MCDONALD, TOUCHSTONE, KYTE | I | TOUCHSTONE WEALTH PLANNERS INC. | D | Control |
| MCDONALD, TOUCHSTONE, KYTE | I | TOUCHSTONE WEALTH PLANNERS INC. | D | Control |
| MCDONALD, TOUCHSTONE, KYTE | I | TOUCHSTONE WEALTH PLANNERS INC. | D | Control |
| MCDONALD, TOUCHSTONE, KYTE | I | TOUCHSTONE WEALTH PLANNERS INC. | D | Control |
| MCDONALD, TOUCHSTONE, KYTE | I | TOUCHSTONE WEALTH PLANNERS INC. | D | Control |
| MCDONALD, TOUCHSTONE, KYTE | I | TOUCHSTONE WEALTH PLANNERS INC. | D | Control |
| MCDONALD, TOUCHSTONE, KYTE | I | TOUCHSTONE WEALTH PLANNERS INC. | D | Control |
| MCDONALD, TOUCHSTONE, KYTE | I | TOUCHSTONE WEALTH PLANNERS INC. | D | Control |
| MCDONALD, TOUCHSTONE, KYTE | I | TOUCHSTONE WEALTH PLANNERS INC. | D | Control |
| MCDONALD, TOUCHSTONE, KYTE | I | TOUCHSTONE WEALTH PLANNERS INC. | D | Control |
| MCDONALD, TOUCHSTONE, KYTE | I | TOUCHSTONE WEALTH PLANNERS INC. | D | Control |
Registrations
Federal
IA
Oct 9, 2025 REGISTERED
Notice Filings (5)
CA LA MI NH TX
Address
3200 STECK AVESUITE 200
AUSTIN, TX 78757
United States
Phone: 1-800-55OAKWELL