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CCO · Oakwell Private Wealth Management

Audrey M. Westfall

CRD 6165684 · Named on Form ADV at one SEC-registered adviser

At a glance

Oakwell Private Wealth Management, an SEC-registered wealth manager based in Austin, TX with $668 million in regulatory assets, lists Audrey M. Westfall on its Form ADV as CCO.

Firms and roles

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Audrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Audrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.