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Building 2OLISTICO WEALTH, LLC

Map pinTULSA, OK
Phone918-863-2005
NotebookSEC #801-121638
Total AUM
$371.5M
Employees
4
Clients
404

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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