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Oakwell Private Wealth Management

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Phone

8005562593

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Service Number

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Last Updated On

Jul 13, 2024, 12:11:15 AM

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6300 183A Toll Road, Suite 260

78641LeanderTexas

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Listing ID

39773551

About Oakwell Private Wealth Management

Oakwell Private Wealth Management (OPWM) is a Registered Investment Advisor (RIA) that provides financial planning and investment advisory services to a diverse group of clients. With approximately $500 million in assets under management across 400 households, OPWM stands out for several reasons. All advisors at OPWM are CERTIFIED FINANCIAL PLANNER professionals and fiduciaries. The firm's success is directly tied to its clients' success, and clients benefit from working with a team of advisors rather than just one. OPWM also boasts a robust client service department to ensure timely communication, and they limit the number of client relationships per advisor to 75-100, well below the standard of 200-400.

Keywords

financial Servicesinvestment advisoryfinancial planning

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