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

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