Oakwell Private Wealth Management, LLC

Entity
Company
Business address
3200 Steck Ave, Ste 200, 78757 Austin, TX
Phone
512-640-3610
State of incorporation
TX
Fiscal year end
December 31
Signature 13F
Audrey Westfall - Chief Compliance Officer
All SEC filings
View on sec.gov
Oakwell Private Wealth Management, LLC has filed 21 SEC EDGAR filings since 2/10/2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Aug 8, 2025 Jun 30, 2025 028-20653
13F-HR Open Document Open Filing Aug 5, 2025 Jun 30, 2025 028-20653
13F-HR Open Document Open Filing May 6, 2025 Mar 31, 2025 028-20653
13F-HR Open Document Open Filing Feb 5, 2025 Dec 31, 2024 028-20653
13F-HR Open Document Open Filing Nov 4, 2024 Sep 30, 2024 028-20653
13F-HR Open Document Open Filing Aug 8, 2024 Jun 30, 2024 028-20653
N-PX Open Document Open Filing Aug 7, 2024 Jun 30, 2024 028-20653
13F-HR Open Document Open Filing Apr 25, 2024 Mar 31, 2024 028-20653
13F-HR Open Document Open Filing Feb 5, 2024 Dec 31, 2023 028-20653
13F-HR Open Document Open Filing Oct 30, 2023 Sep 30, 2023 028-20653
13F-HR Open Document Open Filing Jul 26, 2023 Jun 30, 2023 028-20653
13F-HR Open Document Open Filing May 4, 2023 Mar 31, 2023 028-20653
13F-HR Open Document Open Filing Feb 1, 2023 Dec 31, 2022 028-20653
13F-HR Open Document Open Filing Oct 27, 2022 Sep 30, 2022 028-20653
13F-HR Open Document Open Filing Aug 3, 2022 Jun 30, 2022 028-20653
13F-HR Open Document Open Filing May 3, 2022 Mar 31, 2022 028-20653
13F-HR Open Document Open Filing Jan 21, 2022 Dec 31, 2021 028-20653
13F-HR Open Document Open Filing Oct 14, 2021 Sep 30, 2021 028-20653
13F-HR Open Document Open Filing Jul 29, 2021 Jun 30, 2021 028-20653
13F-HR Open Document Open Filing Apr 21, 2021 Mar 31, 2021 028-20653
13F-HR Open Document Open Filing Feb 10, 2021 Dec 31, 2020 028-20653