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ESOTERIC WEALTH PARTNERS LLC
CRD 168497
3209 S. BROADWAY, STE. 231, EDMOND, OK, 73013, United States
Phone
(425) 354-5627
Fax
(425) 354-5693
Registration
— (—)
Source
State registered
Total AUM
$18.2M
Discretionary AUM
$18.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; COMPENSATION FOR REFERRALS TO THIRD-PARTY INVES
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $7.5M |
| High net worth individuals | 11 | $10.7M |
All web addresses on file
Official SEC filing: View on IAPD