Laurent
Boumaza

Oakwell Private Wealth Management

CRD#4550148
Investment Advisor
in Austin, TX

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About this Advisor

Laurent Boumaza is a financial advisor based in Austin, Texas, working with Oakwell Private Wealth Management. Laurent has previously held positions at Strategic Financial Concepts, LLC, Lpl Financial LLC, Oakwell Private Wealth Management, and Purshe Kaplan Sterling Investments. Laurent has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Laurent is part of Oakwell Private Wealth Management, which operates out of Austin, Texas. The firm has 1 office and 11 employees. The firm manages assets totaling $411.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Oakwell Private Wealth Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Austin, TX

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Oakwell Private Wealth Management Brokerage Details

Total Assets Under Management

$411,756,060

TX Average: $3,042,739,679
Total Number of Employees

11

TX Average: 49
Total Number of Accounts

923

TX Average: 2,315
Average Account Size

$446,106

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Laurent Boumaza Work History

2015 - Present (10 years)

Oakwell Private Wealth Management

2015 - 2018 (3 years)

Purshe Kaplan Sterling Investments

2009 - 2015 (6 years)

Lpl Financial LLC

2007 - 2015 (8 years)

Strategic Financial Concepts, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Laurent Boumaza to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Oakwell Private Wealth Management

Brian Boswell
Austin, TX
Eric Vordenbaum
Seguin, TX
Patrick Deist
Austin, TX
Jacob Yaklin
Austin, TX
Anthony Taylor
Austin, TX
Richard Robbins
New Braunfels, TX
Laurent Boumaza
Austin, TX
Touchstone Mcdonald
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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