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10ELMS LLP

CRD 323398 · SEC 801-131155

Visit website

2506-B EAST 21ST STREET, TULSA, OK, 74114, United States

Phone

918-812-7998

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$120.6M

Discretionary AUM

$120.6M

Team

5 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Partnership

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals18$12.0M
High net worth individuals19$89.9M

States served

KS, MI, OK, TX

All web addresses on file

Official SEC filing: View on IAPD