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WEALTH OKLAHOMA
2021 S. Lewis Avenue
Suite 301
Tulsa, Oklahoma 74104-6516
Tel: 918-745-6060
About WEALTH OKLAHOMA
WEALTH OKLAHOMA, formally registered with the SEC as WEALTH OKLAHOMA. The firm was established in 04/02/2014. They have over 1 offices throughout the country.
WEALTH OKLAHOMA is a Tulsa, Oklahoma based Financial Planning firm with nearly $307,420,448 assets under management, offering retirement planning & investment advisory services to 336 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 132962 |
| SEC# | 801-79338 |
| Assets Managed by Firm | $307,420,448 |
| No. of Clients | 336 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 336 | $307,420,448 |
| Individuals (other than high net worth individuals) | 111 | $129,890,740 |
| High net worth individuals | 67 | $148,154,805 |
| Charitable organizations | 1 | $29,374,903 |
More Retirement Planning firms in Tulsa, Oklahoma:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $11,569,058,289 | 2265 | 50 | |
| $10,174,416,057 | 84 | 17 | |
| $6,272,435,135 | 6 | 17 | |
| $5,501,719,930 | 6518 | 59 | |
| $3,464,024,447 | 8 | 20 |
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