Overview
Assets Under Management: $588 million
Headquarters: TULSA, OK
High-Net-Worth Clients: 149
Average Client Assets: $3 million
Frequently Asked Questions
SCISSORTAIL WEALTH MANAGEMENT, 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 #297761), SCISSORTAIL WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SCISSORTAIL WEALTH MANAGEMENT, LLC is headquartered in TULSA, OK.
SCISSORTAIL WEALTH MANAGEMENT, LLC serves 149 high-net-worth clients according to their SEC filing dated March 25, 2025. View client details ↓
According to their SEC Form ADV, SCISSORTAIL WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
SCISSORTAIL WEALTH MANAGEMENT, LLC manages $588 million in client assets according to their SEC filing dated March 25, 2025.
According to their SEC Form ADV, SCISSORTAIL WEALTH MANAGEMENT, LLC 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: 149
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.40
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,571
Discretionary Accounts: 2,394
Non-Discretionary Accounts: 177
Regulatory Filings
CRD Number: 297761
Filing ID: 1965515
Last Filing Date: 2025-03-25 13:58:00
Website: https://kbc.team