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Home > Retirement Planners > oklahoma > tulsa > OLISTICO WEALTH, LLC
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 |
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