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Building 2WEALTH OKLAHOMA

Map pinTULSA, OK
Phone918-745-6060
NotebookSEC #801-79338
Total AUM
$356.3M
Employees
6
Clients
175

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2021 S. LEWIS AVENUE
SUITE 301
TULSA
OK 74104-6516
United States
Operating Hours
7:30 A.M. - 4:45 P.M.
Monday - Friday
Phone
918-745-6060

ReceiptFinancials

Total AUM
$356.3M
Accounts
356
Discretionary
$356.3M
Accounts
356
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
137
AUM
$95.4M
HNW Individual Clients
29
AUM
$171M
Pension/Profit Sharing Plan Clients
2
AUM
$10.1M
Corporation or Business Clients
7
AUM
$79.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAOKTX

HandshakeAffiliates

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

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