OAKWELL PRIVATE WEALTH MANAGEMENT
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 162096
- Registered since
- April 5, 2017
- Website
- oakwellpwm.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.34%
- Individuals17.16%
- Corporations / Businesses9.76%
- Pension & Profit Sharing Plans3.73%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Oakwell Private Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered since 2017. The firm serves both individual/family and institutional clients and functions as a capital allocator, directing client capital among external managers and pooled vehicles as part of its investment work. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting, and the firm also operates as an insurance broker. Fee arrangements are flexible, including percentage-of-AUM, hourly, and fixed-fee engagements. Oakwell is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities8%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1Reagan Helfand
Financial Planning CoordinatorCRD 4715580
Contacts
3 of 11LINDSAY HAAS
Private Wealth AdvisorCRD 6069756
ERIC VORDENBAUM
PromoterCRD 1421137
RICHARD ROBBINS
Senior Private Wealth AdvisorCRD 4959196
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$537M in ETFs
78%
$418M
22%
$119M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $187M | 583,858 | 34.90% |
Location
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 3200 Steck Ave
- Time zone
- CT (UTC-6)
- Office locations
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