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REALM FINANCIAL PLANNING
CRD 334158
5401 S HARVARD AVE, TULSA, OK, 74135, United States
Phone
918-200-9865
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$194K
Discretionary AUM
$194K
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
All web addresses on file
Official SEC filing: View on IAPD