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OLISTICO WEALTH, LLC
CRD 315028 · SEC 801-121638
2431 EAST 61ST STREET, SUITE 175, TULSA, OK, 74136, United States
Phone
918-863-2005
Fax
918-515-6401
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$371.5M
Discretionary AUM
$274.5M
Team
4 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 183 | $31.5M |
| High net worth individuals | 203 | $227.2M |
| Pension/profit sharing plans | 4 | $92.6M |
| Charitable organizations | 4 | $7.3M |
| Corporations/business entities | 10 | $12.9M |
States served
OK, TX
All web addresses on file
Official SEC filing: View on IAPD