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MITCHELL & PAHL PRIVATE WEALTH
MITCHELL & PAHL PRIVATE WEALTH, LLC
CRD 307625 · SEC 801-118315
1001 NW 71ST STREET, SUITE 4, OKLAHOMA CITY, OK, 73116, United States
Phone
405-608-2280
Fax
405-608-2260
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$449.9M
Discretionary AUM
$410.1M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 136 | $48.6M |
| High net worth individuals | 89 | $394.5M |
States served
CA, LA, NE, OK, TX
All web addresses on file
Official SEC filing: View on IAPD