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Building 2COUNCIL OAK WEALTH ADVISORS

Map pinTULSA, OK
Phone918-984-9110
NotebookSEC #801-113403
Total AUM
$529.4M
Employees
6
Clients
378

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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