BOK Financial Private Wealth, Inc.
SEC RegisteredWe believe the investment objective is the single most important decision in building a relationship.
About the firm
BOK Financial Private Wealth offers innovative, customizable financial solutions with a highly personalized approach, maintaining a clear focus on client goals. The firm provides wealth planning, investment management, and specialized financial services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth planning, investment management, and specialized financial services including comprehensive financial solutions with ongoing analyses and reporting.
Who they serve
Individuals and families seeking personalized financial planning and investment management.
Leadership
Office locations
Advisors at this firm
25 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 1.00% |
| Over $1,000,000 | — |
Data as of September 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BOK Financial Private Wealth, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched