Overview
Assets Under Management: $121 million
Headquarters: TULSA, OK
High-Net-Worth Clients: 19
Average Client Assets: $4.7 million
Frequently Asked Questions
10ELMS LLP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #323398), 10ELMS LLP is subject to fiduciary duty under federal law.
10ELMS LLP is headquartered in TULSA, OK.
10ELMS LLP serves 19 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, 10ELMS LLP offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
10ELMS LLP manages $121 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, 10ELMS LLP serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.54%
Average Client Assets: $4.7 million
Total Client Accounts: 182
Discretionary Accounts: 182
Regulatory Filings
CRD Number: 323398
Filing ID: 2084264
Last Filing Date: 2026-03-31 11:02:55