|
Oakwell Private Wealth Management
✚
|
|
|---|---|
| CRD # | 162096 |
| SEC # | 801-110263 |
| CIK # | |
| AUM | $157.8 MM (98% Disc, 100% US) |
| Employees | 8 (75% Investors, 12% Brokers) |
| Phone | 80055 |
| Address | 7719 Wood Hollow Dr Austin, TX 78731 |
| Source |
IAPD
Website
Facebook
|
| Total AUM ($BB) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cogent Advisory Group LLC
✚
|
TX | 0.2 |
|
Advantage Capital Corporation
✚
|
GA | 0.2 |
|
GE Ratte Asset Management LLC
✚
|
HI | 0.2 |
|
Veerkloh LLC
✚
|
IA | 0.2 |
|
Hassell Wealth Management LLC
✚
|
LA | 0.2 |
|
Williamson & Sneed Incorporated
✚
|
GA | 0.2 |
|
Alliance Wealth Advisors LLC
✚
|
PA | 0.2 |
|
WealthEdge Investment Advisors LLC
✚
|
NY | 0.2 |
|
Markowski Brothers Holding Corporation
✚
|
FL | 0.2 |
|
Beverly Investment Advisors LLC
✚
|
CA | 0.2 |