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REALM FINANCIAL PLANNING

CRD 334158

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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