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SCISSORTAIL WEALTH MANAGEMENT, LLC
CRD 297761 · SEC 801-114094
1203 EAST 33RD STREET, SUITE 100, TULSA, OK, 74105, United States
Phone
(918) 956-0500
Fax
(844) 739-6951
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$568.2M
Discretionary AUM
$528.5M
Team
13 total employees; 8 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 403 | $208.9M |
| High net worth individuals | 72 | $340.4M |
| Banking/thrift institutions | 1 | $3.6M |
| Pension/profit sharing plans | 2 | $896K |
| Corporations/business entities | 5 | $6.7M |
States served
AZ, CA, CO, KS, KY, MD, NC, OK, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD