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Building 2WEALTH MANAGEMENT SOLUTIONS

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Phone(918) 499-1700
NotebookSEC #801-134229
Total AUM
$106.3M
Employees
3
Clients
168

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 4PM
APPOINTMENT ONLY
Phone
(918) 499-1700
Other Offices
3

ReceiptFinancials

Total AUM
$106.3M
Accounts
259
Discretionary
$85.9M
Accounts
193
Non-Discretionary
$20.4M
Accounts
66

ContactClients

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Individual Clients
128
AUM
$57.3M
HNW Individual Clients
40
AUM
$49M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KSOKTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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