DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

OAKWELL PRIVATE WEALTH MANAGEMENT

OAKWELL PRIVATE WEALTH MANAGEMENT, LLC, CRD 162096

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:861be2a5-e317-6e35-d992-f68712e4fc83

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 30
Dated events: 9
On other graphs: 0
Observed: Mar 24, 2017 to Mar 18, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.87 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $668MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $658M
Private client RAUM: $578MderivedItem 5.D individuals plus high net worth individuals
Private client share: 87%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $60.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 17
Advisory employees: 9
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 453
Individual clients: 265
High net worth clients: 147
Custody, client assets: $171M
SEC number: 801-110263
CRD: 162096
Filings on the tape: 25
First filed: Mar 24, 2017
Latest filed: Mar 18, 2026
Organised: Limited Liability Company, TX
Website: oakwellpwm.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LAURENT BOUMAZA	Certified Financial Planner	AUSTIN, TX \| Austin, TX	11	24	3	no
TOUCHSTONE KYTE MCDONALD	n/a	New Braunfels, TX	10	24	2	no
RICHARD CLAY ROBBINS	n/a	New Braunfels, TX	9	21	1	no
Anthony Jamone Taylor	Certified Financial Planner	Cedar Park, TX \| AUSTIN, TX	6	10	n/a	no
ERIC ARTHUR VORDENBAUM	Personal Financial Specialist	Seguin, TX \| AUSTIN, TX	2	30	2	no
Patrick Garrett Deist	Certified Financial Planner	AUSTIN, TX \| Cedar Park, TX	2	11	3	no
Reagan LeAnn Helfand	n/a	AUSTIN, TX \| Cedar Park, TX	1	22	3	no
LINDSAY NICOLE HAAS	n/a	New Braunfels, TX	1	16	1	no
DAVID ANDREW LINDLEY	Certified Financial Planner	AUSTIN, TX \| Plymouth, MI	0	23	2	no
Thomas J Panagiotou	n/a	AUSTIN, TX	0	11	1	no
Kyte Wurzbach McDonald	n/a	New Braunfels, TX	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOUMAZA, LAURENT	Owner	E	yes	12/2010	Mar 24, 2017	Oct 11, 2024
CERUSE FINANCIAL LLC	OWNING MEMBER	D	yes	09/2015	Mar 28, 2018	Oct 11, 2024
MCDONALD, TOUCHSTONE, KYTE	Owner	D	yes	04/2006	Mar 28, 2018	Oct 11, 2024
ROBBINS FINANCIAL COORDINATING SERVICES INC.	OWNING MEMBER	C	yes	03/2017	Mar 28, 2018	Oct 11, 2024
ROBBINS, RICHARD, CLAY	Owner	E	yes	06/2007	Mar 28, 2018	Oct 11, 2024
SMALL BUSINESS SIMPLIFIED, LLC	OWNING MEMBER	A	yes	01/2020	Mar 30, 2020	Oct 11, 2024
TOUCHSTONE WEALTH PLANNERS INC.	OWNING MEMBER	B	yes	07/2016	Mar 28, 2018	Oct 11, 2024
WESTFALL, AUDREY, MARIE	Owner	E	yes	01/2020	Mar 28, 2019	Oct 11, 2024
WESTFALL, AUDREY, MARIE	Cco	Na	no	01/2019	Mar 28, 2019	Oct 11, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW BRAUNFELS	TX	United States	3	no
CEDAR PARK	TX	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$668M	$658M	17	9	3	n/a	n/a
2024	Mar 28, 2025	$462M	$462M	15	9	2	n/a	n/a
2023	Mar 26, 2024	$412M	$408M	11	8	1	n/a	n/a
2022	Mar 28, 2023	$311M	$311M	10	6	2	n/a	n/a
2021	Mar 30, 2022	$322M	$321M	10	6	1	n/a	n/a
2020	Mar 30, 2021	$248M	$245M	9	6	1	n/a	n/a
2019	Mar 30, 2020	$206M	$206M	7	5	1	n/a	n/a
2018	Mar 28, 2019	$158M	$154M	8	6	1	n/a	n/a
2017	Mar 28, 2018	$154M	$138M	8	8	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	9.1%	0	0	0	5	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$668M	$462M	44.6%	$311M	29.0%	17	15	3	2

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ARK FINANCIAL ADVISORS, LLC	3	Feb 1, 2018	Jul 7, 2017	AUSTIN, TX	Team lift out	Other	37.5%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
STRATEGIC FINANCIAL CONCEPTS, LLC	2	Mar 28, 2017	Mar 29, 2017	SAN ANTONIO, TX	Team lift out	Other	9.1%

Relationships

Registered with (19)

← Kyte Wurzbach McDonaldAdvisorregistration: current employment
Jun 26, 2026 to presentfactForm ADV
← Thomas J PanagiotouAdvisorregistration: previous registration
Sep 7, 2016 to Jan 25, 2018factForm ADV
← DAVID ANDREW LINDLEYAdvisorregistration: current employment
Oct 10, 2025 to presentfactForm ADV
← LINDSAY NICOLE HAASAdvisorregistration: current employment
Feb 6, 2025 to presentfactForm ADV
← Reagan LeAnn HelfandAdvisorregistration: current employment
Nov 13, 2024 to presentfactForm ADV
← Patrick Garrett DeistAdvisorregistration: current employment
Mar 25, 2024 to presentfactForm ADV
← ERIC ARTHUR VORDENBAUMAdvisorregistration: current employment
Feb 16, 2024 to presentfactForm ADV
← Anthony Jamone TaylorAdvisorregistration: current employment
Jul 1, 2020 to presentfactForm ADV
← RICHARD CLAY ROBBINSAdvisorregistration: current employment
Mar 29, 2017 to presentfactForm ADV
← TOUCHSTONE KYTE MCDONALDAdvisorregistration: current employment
Jul 22, 2016 to presentfactForm ADV
← LAURENT BOUMAZAAdvisorregistration: current employment
Sep 16, 2015 to presentfactForm ADV
← Jacob Taylor YaklinAdvisorregistration: previous registration
Aug 25, 2021 to May 8, 2026factForm ADV
← BRIAN THOMAS BOSWELLAdvisorregistration: previous registration
Feb 26, 2015 to Jul 15, 2024factForm ADV
← BENJAMIN C DAVISAdvisorregistration: previous registration
Mar 14, 2018 to Feb 15, 2019factForm ADV
← BRETT OLAN WHEELERAdvisorregistration: previous registration
Apr 26, 2012 to Jan 8, 2019factForm ADV
← JEFFREY EDWARD SOCHAAdvisorregistration: previous registration
Oct 26, 2015 to Feb 1, 2018factForm ADV
← DAVID JAMES BULLAdvisorregistration: previous registration
Sep 11, 2015 to Feb 1, 2018factForm ADV
← Jonathan Joseph BilliotAdvisorregistration: previous registration
Aug 4, 2016 to Feb 1, 2018factForm ADV
← CHRIS MICHAEL CHRISTENSENAdvisorregistration: previous registration
Aug 11, 2015 to Sep 22, 2017factForm ADV

Controls (8)

← MCDONALD, TOUCHSTONE, KYTEOwnerOWNER, ownership code D, individual
Mar 28, 2018 to Oct 11, 2024factForm ADV
← BOUMAZA, LAURENTOwnerOWNER, ownership code E, individual
Mar 24, 2017 to Oct 11, 2024factForm ADV
← ROBBINS, RICHARD, CLAYOwnerOWNER, ownership code E, individual
Mar 28, 2018 to Oct 11, 2024factForm ADV
← WESTFALL, AUDREY, MARIEOwnerOWNER, ownership code E, individual
Mar 28, 2019 to Oct 11, 2024factForm ADV
← CERUSE FINANCIAL LLCOwnerOWNING MEMBER, ownership code D, domestic entity
Mar 28, 2018 to Oct 11, 2024factForm ADV
← ROBBINS FINANCIAL COORDINATING SERVICES INC.OwnerOWNING MEMBER, ownership code C, domestic entity
Mar 28, 2018 to Oct 11, 2024factForm ADV
← SMALL BUSINESS SIMPLIFIED, LLCOwnerOWNING MEMBER, ownership code A, domestic entity
Mar 30, 2020 to Oct 11, 2024factForm ADV
← TOUCHSTONE WEALTH PLANNERS INC.OwnerOWNING MEMBER, ownership code B, domestic entity
Mar 28, 2018 to Oct 11, 2024factForm ADV

Owns (1)

← WESTFALL, AUDREY, MARIEOwnerCCO, ownership code NA, individual
Mar 28, 2019 to Oct 11, 2024factForm ADV

Moved with (1)

← STRATEGIC FINANCIAL CONCEPTS, LLCRegistered adviser2 advisors, team lift out
Mar 28, 2017 to Mar 29, 2017factForm ADV

Dated events

Occurred
May 8, 2026
Advisor changed firm
Jacob Taylor Yaklin left Oakwell Private Wealth Management for Lpl Financial Llc (registered 2026-04-30)
Form ADVobserved 5 days ago
Occurred
Mar 18, 2026
Regulatory AUM changed
Oakwell Private Wealth Management reported RAUM $668.1M, up 45% from $461.9M (2025-10-09 to 2026-03-18)
Form ADVobserved 5 days ago
$206M
Occurred
Jul 15, 2024
Advisor changed firm
Brian Thomas Boswell left Oakwell Private Wealth Management for Savvy (registered 2024-07-18)
Form ADVobserved 5 days ago
Occurred
Mar 26, 2024
Regulatory AUM changed
Oakwell Private Wealth Management reported RAUM $411.8M, up 32% from $311.2M (2023-10-03 to 2024-03-26)
Form ADVobserved 5 days ago
$101M
Occurred
Mar 28, 2023
Control person left
Thomas Brian Boswell (Owner) no longer on Schedule A of Oakwell Private Wealth Management (listed 2022-03-30, absent 2023-03-28)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
Control person left
Arthur Daniel Michel (Owner) no longer on Schedule A of Oakwell Private Wealth Management (listed 2021-03-30, absent 2022-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2020
Control person joined
Thomas Brian Boswell (Owner) appeared on Schedule A of Oakwell Private Wealth Management
Form ADVobserved 5 days ago
Occurred
Mar 30, 2020
Control person left
Ann Jill Mcdonald (Owner) no longer on Schedule A of Oakwell Private Wealth Management (listed 2019-03-28, absent 2020-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 24, 2017
First Form ADV filing
Oakwell Private Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:861be2a5-e317-6e35-d992-f68712e4fc83
First observed: Mar 24, 2017
Last observed: Mar 18, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

OAKWELL PRIVATE WEALTH MANAGEMENT

OAKWELL PRIVATE WEALTH MANAGEMENT, LLC, CRD 162096

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:861be2a5-e317-6e35-d992-f68712e4fc83

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:37 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LAURENT BOUMAZA

Certified Financial Planner

AUSTIN, TX | Austin, TX

TOUCHSTONE KYTE MCDONALD

n/a

New Braunfels, TX

RICHARD CLAY ROBBINS

n/a

New Braunfels, TX

Anthony Jamone Taylor

Certified Financial Planner

Cedar Park, TX | AUSTIN, TX

n/a

ERIC ARTHUR VORDENBAUM

Personal Financial Specialist

Seguin, TX | AUSTIN, TX

Patrick Garrett Deist

Certified Financial Planner

AUSTIN, TX | Cedar Park, TX

Reagan LeAnn Helfand

n/a

AUSTIN, TX | Cedar Park, TX

LINDSAY NICOLE HAAS

n/a

New Braunfels, TX

DAVID ANDREW LINDLEY

Certified Financial Planner

AUSTIN, TX | Plymouth, MI

Thomas J Panagiotou

n/a

AUSTIN, TX

Kyte Wurzbach McDonald

n/a

New Braunfels, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOUMAZA, LAURENT

Owner

yes

12/2010

Mar 24, 2017

Oct 11, 2024

CERUSE FINANCIAL LLC

OWNING MEMBER

yes

09/2015

Mar 28, 2018

Oct 11, 2024

MCDONALD, TOUCHSTONE, KYTE

Owner

yes

04/2006

Mar 28, 2018

Oct 11, 2024

ROBBINS FINANCIAL COORDINATING SERVICES INC.

OWNING MEMBER

yes

03/2017

Mar 28, 2018

Oct 11, 2024

ROBBINS, RICHARD, CLAY

Owner

yes

06/2007

Mar 28, 2018

Oct 11, 2024

SMALL BUSINESS SIMPLIFIED, LLC

OWNING MEMBER

yes

01/2020

Mar 30, 2020

Oct 11, 2024

TOUCHSTONE WEALTH PLANNERS INC.

OWNING MEMBER

yes

07/2016

Mar 28, 2018

Oct 11, 2024

WESTFALL, AUDREY, MARIE

Owner

yes

01/2020

Mar 28, 2019

Oct 11, 2024

WESTFALL, AUDREY, MARIE

Cco

01/2019

Mar 28, 2019

Oct 11, 2024

City

State

Country

Employees

Also broker-dealer

NEW BRAUNFELS

United States

CEDAR PARK

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$668M

$658M

n/a

2024

Mar 28, 2025

$462M

n/a

2023

Mar 26, 2024

$412M

$408M

n/a

2022

Mar 28, 2023

$311M

n/a

2021

Mar 30, 2022

$322M

$321M

n/a

2020

Mar 30, 2021

$248M

$245M

n/a

2019

Mar 30, 2020

$206M

n/a

2018

Mar 28, 2019

$158M

$154M

n/a

2017

Mar 28, 2018

$154M

$138M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

9.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$668M

$462M

44.6%

$311M

29.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ARK FINANCIAL ADVISORS, LLC

Feb 1, 2018

Jul 7, 2017

AUSTIN, TX

Team lift out

Other

37.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

STRATEGIC FINANCIAL CONCEPTS, LLC

Mar 28, 2017

Mar 29, 2017

SAN ANTONIO, TX

Team lift out

Other

9.1%