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WEALTH OKLAHOMA
THE STOLPER COMPANY L.L.C.
CRD 132962 · SEC 801-79338
2021 S. LEWIS AVENUE, SUITE 301, TULSA, OK, 74104-6516, United States
Phone
918-745-6060
Fax
918-745-6583
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$356.3M
Discretionary AUM
$356.3M
Team
6 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 137 | $95.4M |
| High net worth individuals | 29 | $171.0M |
| Pension/profit sharing plans | 2 | $10.1M |
| Corporations/business entities | 7 | $79.8M |
States served
LA, OK, TX
All web addresses on file
Official SEC filing: View on IAPD