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WTO ADVISORS, LLC
CRD 317923
2952 VIA ESPERANZA, EDMOND, OK, 73013, United States
Phone
(405) 241-1400
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$84.6M
Discretionary AUM
$84.6M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Portfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $32.0M |
| High net worth individuals | 14 | $47.4M |
| Charitable organizations | 1 | $3.5M |
| Corporations/business entities | 1 | $1.6M |
All web addresses on file
Official SEC filing: View on IAPD