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Kyte Wurzbach Mcdonald

Oakwell Private Wealth Management

New Braunfels, TX

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Current Employers
Oakwell Private Wealth Management

3200 Steck Ave Suite 200, Austin, TX 78757 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-26
  • TX RA
    APPROVED
    Since 2026-06-26

Branch Locations

1619 E Common St. Ste 1101, New Braunfels, TX 78130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
D-Bat New Braunfels TX 07/2024 05/2026
Unemployed New Braunfels TX 06/2016 07/2024
Oakwell Private Wealth Management New Braunfels TX 08/2025 Present
  • 07/2024 → 05/2026
    D-Bat
    New Braunfels, TX
  • 06/2016 → 07/2024
    Unemployed
    New Braunfels, TX
  • 08/2025 → Present
    Oakwell Private Wealth Management
    New Braunfels, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-26
  • S65 Uniform Investment Adviser Law Examination
    2026-06-26

View on SEC IAPD

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