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CONE WEALTH MANAGEMENT
OKLAHOMA SENIOR PLANNING SOLUTIONS, LLC
CRD 333870
7914 E 106TH STREET, SUITE 207, TULSA, OK, 74133, United States
Phone
(918) 706-5567
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$29.7M
Discretionary AUM
$29.7M
Team
1 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $21.5M |
| High net worth individuals | 4 | $6.1M |
| Corporations/business entities | 1 | $2.1M |
Official SEC filing: View on IAPD