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COACHWISE FINANCIAL SOLUTIONS, INC.
CRD 133271
7225 S. 85TH E. AVE., STE.100, TULSA, OK, 74133-3135, United States
Phone
918-872-1732
Fax
918-893-4635
Registration
— (—)
Source
State registered
Total AUM
$55.2M
Discretionary AUM
$55.2M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 191 | $24.8M |
| High net worth individuals | 26 | $30.4M |
All web addresses on file
Official SEC filing: View on IAPD