SCISSORTAIL WEALTH MANAGEMENT, LLC

1203 East 33rd Street
Suite 100
Tulsa, Oklahoma 74105
Tel: (918) 956-0500

About SCISSORTAIL WEALTH MANAGEMENT, LLC

SCISSORTAIL WEALTH MANAGEMENT, LLC, formally registered with the SEC as SCISSORTAIL WEALTH MANAGEMENT, LLC. The firm was established in 10/05/2018. They have over 2 offices throughout the country.

SCISSORTAIL WEALTH MANAGEMENT, LLC is a Tulsa, Oklahoma based Financial Planning firm with nearly $408,705,194 assets under management, offering retirement planning & investment advisory services to 1862 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297761
SEC#	801-114094
Assets Managed by Firm	$408,705,194
No. of Clients	1862
No. of Advisors	10

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business

Firm Client Information

	No. of Clients	AUM
Firm Total	1862	$408,705,194
Individuals (other than high net worth individuals)	313	$109,652,583
High net worth individuals	104	$298,810,608
Charitable organizations	1	$97,138
Corporations or other businesses	2	$144,865

Inquire with SCISSORTAIL WEALTH MANAGEMENT, LLC

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CE INVESTMENT MANAGEMENT, LLC 9000 Cameron Parkway, 11th Floor Oklahoma City, OK, 73114	$5,373,195,683	5	17
CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$4,258,161,897	2625	59
EXENCIAL WEALTH ADVISORS 9108 N. Kelley Avenue Oklahoma City, OK, 73131	$3,769,638,990	4629	114

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