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| Oakwell Private Wealth Management LLC
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|---|---|
| CRD # | 162096 |
| SEC # | 801-110263 |
| CIK # | 0001844024 |
| AUM | 668.1 M (2026-03-18) |
| Employees | 17 (53% Investors, 0% Brokers) |
| Phone | 80055 |
| Address | 3200 Steck Ave Austin, TX 78757 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 10.5 | ||
| Microsoft Corp | 2.8 | ||
| Alphabet Inc | 2.7 | ||
| J P Morgan Chase & Co | 2.5 | ||
| Apple Inc | 2.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 265 | 114.7 |
| (b) Individuals (high net worth individuals) | 147 | 463.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 21 | 24.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 65.2 |
| (n) Other | 0 | 0.0 |
| Total | 453 | 668.1 |
| By Discretionary | ||
| Discretionary | 446 | 658.4 |
| Non-Discretionary | 7 | 9.6 |
| Total | 453 | 668.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 668.1 | |
| Total | 453 | 668.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001844024] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Havenshare Financial LLC
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|
670.5 M | |
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Wealth Care LLC
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The Oak Ridge Financial Services Group Inc
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Veridan Wealth LLC
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Wealth Advisory Group Inc
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PA | 666.9 M |
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Investors Research Corporation
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GA | 666.7 M |
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Prestige Wealth Management Group LLC
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|
Bluechip Wealth Advisors LLC
✚
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GA | 666.4 M |