Overview
Assets Under Management: $326 million
Headquarters: TULSA, OK
High-Net-Worth Clients: 141
Average Client Assets: $1 million
Frequently Asked Questions
OLISTICO WEALTH, LLC 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 #315028), OLISTICO WEALTH, LLC is subject to fiduciary duty under federal law.
OLISTICO WEALTH, LLC is headquartered in TULSA, OK.
OLISTICO WEALTH, LLC serves 141 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, OLISTICO WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
OLISTICO WEALTH, LLC manages $326 million in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, OLISTICO WEALTH, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 141
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.15
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 335
Discretionary Accounts: 326
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 315028
Last Filing Date: 2025-02-20 00:00:00
Website: https://olisticowealth.com