Oakwell Private Wealth Management, Llc
- Regulatory AUM
- $668M
- Discretionary
- $658M
- Clients
- 453
- Avg AUM / client
- $1.5M
- Accounts
- 453
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 265 | $115M | 17.2% |
| High net worth individuals | 147 | $463M | 69.3% |
| Pension and profit sharing plans | 21 | $24.9M | 3.73% |
| Corporations and other businesses | 20 | $65.2M | 9.76% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Touchstone Kyte Mcdonald | Owner | Apr 2006 (20y) | ≈ 5% – 18.75% via Touchstone Wealth Planners Inc. | |
| Richard Clay Robbins | Owner | Jun 2007 (19y) | ≈ 18.75% – 50% via Robbins Financial Coordinating Services Inc. | |
| Laurent Boumaza | Owner | CFP | Dec 2010 (16y) | ≈ 37.5% – 75% via Ceruse Financial Llc |
| Westfall, Audrey, Marie | Cco | Jan 2019 (8y) | ≈ 3.75% – 10% via Small Business Simplified, Llc | |
| Anthony Jamone Taylor | Registered representative | CFP | Jul 2020 (6y) | |
| Eric Arthur Vordenbaum | Registered representative | Personal Financial Specialist | Feb 2024 (2y) | |
| Patrick Garrett Deist | Registered representative | CFP | Mar 2024 (2y) | |
| Reagan Le Ann Helfand | Registered representative | Nov 2024 (2y) | ||
| Lindsay Nicole Haas | Registered representative | Feb 2025 (2y) | ||
| David Andrew Lindley | Registered representative | CFP | Oct 2025 (1y) | |
| Thomas J Panagiotou | Registered representative | May 2026 (0y) | ||
| Kyte Wurzbach Mc Donald | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ceruse Financial Llc | Owning Member | Sep 2015 | A | 50% – 75% |
| Robbins Financial Coordinating Services Inc. | Owning Member | Mar 2017 | A | 25% – 50% |
| Touchstone Wealth Planners Inc. | Owning Member | Jul 2016 | A | 10% – 25% |
| Small Business Simplified, Llc | Owning Member | Jan 2020 | A | 5% – 10% |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Touchstone Kyte Mcdonald: 50% – 75% of Touchstone Wealth Planners Inc. × 10% – 25% direct ≈ 5% – 18.75% of the firm
- Richard Clay Robbins: 75% – 100% of Robbins Financial Coordinating Services Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Laurent Boumaza: 75% – 100% of Ceruse Financial Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Westfall, Audrey, Marie: 75% – 100% of Small Business Simplified, Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $526M (79% of AUM) Mar 2026
- Fidelity Brokerage Services $124M (19% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗