Sign in
Create a free account
OLISTICO WEALTH, LLC
TULSA, OK
918-863-2005
SEC #801-121638Total AUM
$371.5M
Employees
4Clients
404Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2431 EAST 61ST STREET
SUITE 175
TULSA
OK 74136
United States
SUITE 175
TULSA
OK 74136
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Monday - Friday
Phone
918-863-2005
Financials
Total AUM
$371.5M
Accounts
405Discretionary
$274.5M
Accounts
391Non-Discretionary
$97.1M
Accounts
14
Clients
Individual Clients
183AUM
$31.5M
HNW Individual Clients
203AUM
$227.2M
Pension/Profit Sharing Plan Clients
4AUM
$92.6M
Charitable Organization Clients
4AUM
$7.3M
Corporation or Business Clients
10AUM
$12.9M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
OKTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.