Oakwell Private Wealth Management LLC Management Team
Contact top employees from
Oakwell Private Wealth Management LLC
Summary
At Oakwell Private Wealth, we believe our client’s situation is more complex than basic money management. We evaluate each Private Wealth client’s liquidity, investments, retirement, tax, estate, and ...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Specialties
financial planning, retirement planning, estate planning, college planning, investment management, insurance planning, tax planning
Founded
2012
Contact Oakwell Private Wealth Management LLC
Organization Website
Phone Number
1-800-556-2593
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at Oakwell Private Wealth Management LLC shows a diverse range of experience levels:
22% have been with the company for less than 1 year22% for 1–2 years11% for 3–4 years33% for 5–7 years11% for 8–10 yearsContact top employees from
Oakwell Private Wealth Management LLC
Patrick Deist
Lead Private Wealth Advisor
Jacob Yaklin
Lead Private Wealth Advisor
Laurent Boumaza
Certified Financial Planner™/ Managing Member
Anthony Taylor
Financial Planning Strategist
Leah Boatwright
Client Services Manager
Audrey Westfall
Partner
Reagan Helfand
Financial Planning Coordinator
Touchstone McDonald
Certified Financial Planner
Sherry Franovich
Client Service Associate
Kyte McDonald
Financial Planning Intern
Lindsay Haas
Private Wealth Advisor
Richard Robbins
Senior Private Wealth Advisor
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FAQ
Oakwell Private Wealth Management LLC operates in the Financial Services industries. More details can be found on the official website: oakwellpwm.com.
The headquarters of Oakwell Private Wealth Management LLC are located in Austin, United States.
You can contact Oakwell Private Wealth Management LLC by phone at 1-800-556-2593.
Oakwell Private Wealth Management LLC currently employs 1-10 people.
