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COUNCIL OAK WEALTH ADVISORS
COWA, LLC
CRD 297180 · SEC 801-113403
8801 S. YALE AVENUE, SUITE 420, TULSA, OK, 74137, United States
Phone
918-984-9110
Fax
918-779-4022
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$529.4M
Discretionary AUM
$456.7M
Team
6 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)ADVISORY CONSULTING AND WEALTH MANAGEMENT PROGRAM
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 253 | $84.0M |
| High net worth individuals | 117 | $426.5M |
| Charitable organizations | 8 | $18.9M |
States served
CA, CO, KS, OK, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD