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SCISSORTAIL WEALTH MANAGEMENT, LLC

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

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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 $488,486,732 assets under management, offering retirement planning & investment advisory services to 2100 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#297761
SEC#801-114094
Assets Managed by Firm$488,486,732
No. of Clients2100
No. of Advisors10

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total2100$488,486,732
Individuals (other than high net worth individuals)358$128,214,910
High net worth individuals119$359,540,803
Charitable organizationsFewer than 5 clients$686,163
Corporations or other businessesFewer than 5 clients$44,856

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