OLISTICO WEALTH, LLC

2431 East 61st Street
Suite 175
Tulsa, Oklahoma 74136
Tel: 918-863-2005

About OLISTICO WEALTH, LLC

OLISTICO WEALTH, LLC, formally registered with the SEC as OLISTICO WEALTH, LLC. The firm was established in 06/28/2021. They have over 1 offices throughout the country.

OLISTICO WEALTH, LLC is a Tulsa, Oklahoma based Financial Planning firm with nearly $325,779,355 assets under management, offering retirement planning & investment advisory services to 335 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315028
SEC#	801-121638
Assets Managed by Firm	$325,779,355
No. of Clients	335
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	335	$325,779,355
Individuals (other than high net worth individuals)	178	$34,445,584
High net worth individuals	141	$192,714,364
Pension and profit sharing plans	3	$80,507,475
Charitable organizations	4	$6,961,886
Corporations or other businesses	9	$11,150,046

More Retirement Planning firms in Tulsa, Oklahoma:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAVANAL HILL INVESTMENT MANAGEMENT, INC. One Williams Center, 15th Floor Tulsa, OK, 74172-0172	$11,569,058,289	2265	50
EXCHANGE TRADED CONCEPTS, LLC 10900 Hefner Pointe Drive, Suite 400 Oklahoma City, OK, 73120	$10,174,416,057	84	17
CE INVESTMENT MANAGEMENT, LLC 9000 Cameron Parkway, 11th Floor Oklahoma City, OK, 73114	$6,272,435,135	6	17
CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$5,501,719,930	6518	59
ARGONAUT PRIVATE CAPITAL, LP 7030 S Yale Ave, #810 Tulsa, OK, 74136	$3,464,024,447	8	20

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