Owner · Oakwell Private Wealth Management
Richard C. Robbins
CRD 4959196 · 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 Richard C. Robbins on its Form ADV as Owner, a control person.
Firms and roles
- Oakwell Private Wealth ManagementOwnerWealth manager · Austin, TX · $668M in regulatory assets
AtlasMembers
Richard’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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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Audrey M. WestfallCCO, Oakwell Private Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.