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.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 323 | $149M |
| High Net Worth Individuals | 414 | $2.9B |
| Charitable Organizations | 5 | $11M |
| State/Municipal Entities | 24 | — |
0 total clients reported on Form ADV.
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 March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
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.