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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Vertex bridgeVital +more
- Established Date
- 04-26-2012
- Office Locations
- 8
Office Locations
About Oakwell Private Wealth Management
Oakwell Private Wealth Management is a Texas-based advisory firm serving individuals and families with a collaborative, goals-first approach to wealth planning, including tax and estate planning coordination, portfolio construction, and risk-managed asset allocation. Portfolios use public funds and ETFs, with fixed income and alternatives as needed. Operates across retail and institutional channels; custody relationships include Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
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Owner & Executives
AUDREY MARIE WESTFALL
Chief Compliance Officer, Director
- CRD
- --
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
LAURENT BOUMAZA
Private Wealth Advisor
- CRD
- #4550148
Patrick Garrett Deist
Private Wealth Advisor
- CRD
- #6545299
Element radial
Glacier ember quantum
- CRD
- #41229
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $658,407,454 | $1,476,250 |
| Non-Discretionary | $9,644,114 | $1,377,731 |
| Total | $668,051,568 | $1,474,728 |
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Separately Managed Accounts
Total SMA Asset: $668,051,568
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,219,890,695 | 37.0% |
| Equity - Exchange | $2,958,818,476 | 34.0% |
| Cash | $2,523,698,112 | 29.0% |
| Total | $8,702,407,283 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST VERTEX MATRIX | OAK SUMMIT | LLJA6IW0M | GMKT | 11.87% | $34,353,477 |
| INSIGHT FUSION CREST | ALPHA VITAL | KP9WPZXID | NWJS | 3.46% | $115,890,480 |
| HORIZON HORIZON | OPTIMA EMBER | PF86OLLCA | GIX | 6.21% | $106,598,067 |
| UNISON BEACON VITAL | EMBER ZENITH | 9Y3DW5KWS | PSY | 6.11% | $37,548,377 |
| TIMBER RIDGE | HORIZON VECTOR | 3ZZLR5FLO | GPW | 3.60% | $49,958,285 |
| RIDGE WAVE | OPTIMA FOCUS | DB0ATOBIM | GBMJ | 11.68% | $65,287,793 |
| LEGACY NORTH | FUSION RADIAL | HLUH8U7CB | XKTCL | 9.45% | $4,006,026 |
| RIDGE ATLAS | LEGACY TIMBER | C8IWORRON | YKN | 1.63% | $89,357,563 |