Oakwell Private Wealth Management, LLC Overview
Oakwell Private Wealth Management, LLC filed as a Domestic Limited Liability Company (LLC) in the State of Texas on Monday, February 6, 2012 and is approximately twelve years old, as recorded in documents filed with Texas Secretary of State.
Sponsored
Learn More
D&B Reports Available for
Oakwell Private Wealth Management, LLC
Network Visualizer
Advertisements
Key People
Who own Oakwell Private Wealth Management, LLC
Name | |
---|---|
Touchstone Wealth Planners |
Director
Member
|
Robbins Financial Coordination |
Director
Member
|
Brett Olan Wheeler 4 |
Managing Member
Director
Member
|
Laurent Boumaza |
Managing Member
Director
|
Brian Boswell |
Member
|
Companies for Oakwell Private Wealth Management, LLC
Oakwell Private Wealth Management, LLC lists seven other companies as an officer in their company. It is not uncommon for one company to hold a position in another company.
Name | Status | Incorporated | Key People | Role |
---|---|---|---|---|
Ceruse Financial LLC |
Active
|
Member
|
||
Rm Wealth Management LLC |
Active
|
Director
|
||
Oakwell Insurance Group |
Active
|
Director
|
||
Small Business Simplified LLC |
Active
|
Director
|
||
5w Financial, LLC |
Inactive
|
2015 |
1
|
Governing Person
|
Rm Wealth Managment LLC |
Inactive
|
Governing Person
|
||
Oakwell Insurance Group LLC |
Inactive
|
Governing Person
|
Known Addresses for Oakwell Private Wealth Management, LLC
Corporate Filings for Oakwell Private Wealth Management, LLC
Texas Secretary of State
Filing Type: | Domestic Limited Liability Company (LLC) |
---|---|
Status: | Active In existence |
State: | Texas |
State ID: | 801546602 |
Date Filed: | Monday, February 6, 2012 |
Registered Agent | Brett Olan Wheeler |
Corporate Notes
Source | Date | Type | Note |
---|---|---|---|
2/6/2012 | Certificate of Formation | ||
5/10/2013 | Certificate of Assumed Business Name | ||
12/12/2013 | Change of Registered Agent/Office | ||
12/31/2013 | Public Information Report (PIR) | ||
12/11/2014 | Certificate of Assumed Business Name | ||
12/11/2014 | Certificate of Assumed Business Name | ||
12/11/2014 | Certificate of Assumed Business Name | ||
12/31/2014 | Public Information Report (PIR) | ||
12/7/2015 | Certificate of Amendment | ||
12/31/2015 | Public Information Report (PIR) | ||
12/31/2016 | Public Information Report (PIR) | ||
12/31/2017 | Public Information Report (PIR) | ||
9/24/2018 | Certificate of Assumed Business Name | ||
10/22/2018 | Change of Registered Agent/Office | ||
12/31/2019 | Public Information Report (PIR) | ||
4/6/2020 | Change of Name or Address by Registered Agent | ||
12/31/2020 | Public Information Report (PIR) | ||
12/31/2021 | Public Information Report (PIR) |
Advertisements
Source
Texas Secretary of State
Data last refreshed on Saturday, March 2, 2024
Data last refreshed on Saturday, March 2, 2024
What next?
Follow
Receive an email notification when changes occur for Oakwell Private Wealth Management, LLC.
Notifications include:
- New company roles
- Change in active status
- Location updates
- New connections
Follow
Create Account
Create a free account to access additional details for Oakwell Private Wealth Management, LLC and other profiles that you visit
Benefits include:
- Access to more records
- Full screen network visualizer
- Follow profiles
- See how people are connected
Advertisements
4
Known Addresses
3303 Oakwell Ct San Antonio, TX 78218
1919 Oakwell Farms Pkwy San Antonio, TX 78218
7719 Wood Hollow Dr Austin, TX 78731
3200 Steck Ave Austin, TX 78757
These addresses are known to be associated with Oakwell Private Wealth Management, LLC however they may be inactive or mailing addresses only. Please verify address for mailing or other purposes.
Wiki
1
Corporate Records
Source