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TAO PRIVATE WEALTH, LLC

CRD 340979 · SEC 801-135847

Visit website

1316 E. 35TH PLACE, SUITE 200, TULSA, OK, 74105, United States

Phone

(918) 986 7282

Fax

Registration

Registered (APPROVED-120)

Source

SEC registered

Total AUM

Discretionary AUM

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

States served

OK

All web addresses on file

Official SEC filing: View on IAPD