Austin, TX Steck Ave Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Oakwell Private Wealth Management
Team
Firm-wide stats for Oakwell Private Wealth Management
About
Oakwell Private Wealth Management advises individuals, high‑net‑worth clients, pension and profit‑sharing plans, and corporate accounts, offering investment supervisory services, financial planning, sub‑advisory arrangements, and access to mutual funds, ETFs, bonds, equities, and insurance products through an affiliate. As with many multi‑team firms, it constructs Investment Policy Statements, provides portfolio management and financial planning, and charges percentage‑of‑AUM advisory fees.
The firm typically operates on a discretionary basis, documenting goals and risk tolerance in an IPS and implementing strategies that draw on fundamental, technical, and cyclical analysis; listed investment approaches include long‑ and short‑term trading and covered‑call option writing. OPWM uses third‑party sub‑advisers and execution support (including a relationship with Advisor Logistics), requires its recommended custodians (Charles Schwab, Fidelity, or Interactive Brokers), and performs at least annual account reviews with regular quarterly custodian reporting.
Notable distinctions in the brochure include that some advisers are licensed to sell insurance through affiliated Oakwell Plan Benefits and may earn commissions on those sales, with disclosure and a stated policy that clients will not pay commissions and advisory fees on the same pool of assets. The firm also maintains a compensated advisory board composed of employees, unaffiliated CPAs, and clients, and the firm’s materials include client testimonials in advertising, practices that are less common among multi‑team peers.
Based on Oakwell Private Wealth Management
Expertise
Based on Oakwell Private Wealth Management
Location
3200 Steck Ave, Suite 200
Austin TX 78757
Advisors at this office
6
Advisors at this office
Laurent B
CFP®, Series 66
Austin, TX
Oakwell Private Wealth Management
Laurent Boumaza is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Oakwell Private Wealth Management since 2015 and previously worked at Purshe Kaplan Sterling Investments. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts, providing portfolio management, financial planning, and retirement plan services. The firm employs a disciplined investment approach that includes fundamental, technical, and cyclical analysis, with discretionary account management and the use of third-party portfolio managers when appropriate.
Reagan H
Series 66
Austin, TX
Oakwell Private Wealth Management
Reagan Helfand is a financial advisor at Oakwell Private Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and Fort Advisors. Outside of finance, he is involved with Pure Barre and Deep Roots Salon in Cedar Park, TX. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts, providing portfolio management, financial planning, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis, along with various trading strategies, and may allocate assets to third-party managers while maintaining regular portfolio monitoring.
Thomas P
Series 65
Austin, TX
Oakwell Private Wealth Management
Thomas Panagiotou is a financial advisor at Oakwell Private Wealth Management in Austin, TX, holding a Series 65 designation with one year of industry experience. His prior work includes two years at Oakwell Private Wealth Management and ongoing involvement with LPF, PLLC since 2015. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts with investment supervisory services, financial planning, and sub-advisory arrangements. The firm employs a discretionary investment approach using fundamental, technical, and cyclical analysis, supported by third-party sub-advisers and regular account reviews.
Eric V
PFS™, Series 63
Austin, TX
Oakwell Private Wealth Management
Eric Vordenbaum is a financial advisor at Oakwell Private Wealth Management with 23 years of industry experience. He holds the PFS™ designation and Series 63 license. Prior to joining Oakwell in 2024, he operated his own CPA firm, Eric Vordenbaum, CPA, PLLC, since 2013. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts. The firm offers investment supervisory services and financial planning, employing a range of investment strategies including fundamental, technical, and cyclical analysis, and typically operates on a discretionary basis with documented Investment Policy Statements.
Anthony T
CFP®, Series 65
Austin, TX
Oakwell Private Wealth Management
Anthony Taylor is a CFP® and holds a Series 65 license with six years of industry experience. He has been with Oakwell Private Wealth Management since 2020. Prior to his advisory role, he worked at Cintas and attended Texas State University. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts by providing investment supervisory services, financial planning, and access to various investment products through affiliates. The firm employs a discretionary investment approach guided by Investment Policy Statements and integrates fundamental, technical, and cyclical analysis in its portfolio management.
Patrick D
CFP®, Series 63, Series 66
Austin, TX
Oakwell Private Wealth Management
Patrick Deist is a CFP® professional with 10 years of industry experience. He currently works at Oakwell Private Wealth Management and has previously held roles at Hilltop Securities, Merrill, UBS Financial Services, and Fidelity Brokerage Services LLC. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts by providing portfolio management, financial planning, and retirement plan services. The firm employs a disciplined investment approach that includes fundamental, technical, and cyclical analysis, as well as various trading strategies and may allocate assets to third-party managers.
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