Oakwell Private Wealth Management, LLC
Oakwell Private Wealth Management, LLC is an Austin, Texas-based independent registered investment adviser founded in 2021. The firm provides comprehensive wealth management and financial advisory services, including investment management and financial planning, primarily to individuals (including high net worth individuals), families, pension and profit-sharing plans, and some business entities. With approximately 15 employees, Oakwell PWM is focused on client-centered service for those seeking guidance to reach their financial goals.
Investment Strategy
Oakwell Private Wealth Management, LLC offers discretionary investment advisory services that focus on diversified, long-term asset allocation. The firm constructs portfolios primarily using individual stocks and ETFs, with significant allocations to broad-market and international funds, tailored to each client's risk tolerance, investment goals, and time horizon. The firm emphasizes transparent fee structures, fiduciary responsibility, and ongoing rebalancing to help clients maximize returns while managing risk.
Top Holdings
Equity Positions (73)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 34.64% | $150.4M | 494,910 | $234.90 | $303.93 | +$29.0M |
V VEA | VANGUARD TAX-MANAGED FDS | 12.66% | $55.0M | 964,295 | $48.89 | $57.01 | +$10.2M |
D DFEM | DIMENSIONAL ETF TRUST | 6.87% | $29.8M | 1,005,577 | $24.74 | $29.68 | +$5.4M |
I IJR | ISHARES TR | 5.15% | $22.4M | 204,615 | $100.03 | $109.29 | +$3.3M |
A AVUV | AMERICAN CENTY ETF TR | 4.52% | $19.6M | 215,334 | $82.39 | $91.10 | +$3.3M |