Wealth Oklahoma
SEC RegisteredYour wealth, your vision, our expertise.
About the firm
Wealth Oklahoma is an independent registered investment advisor in Tulsa, providing financial planning and wealth management services to both institutional and individual clients. The firm crafts customized wealth management strategies combining deep expertise, diligence, and commitment.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment strategies, and retirement planning. Portfolio offerings include Equity Portfolios (Equity Value or Equity Income strategies), Strategic Portfolios (ETFs and Closed-End Funds), and Fixed-Income and Balanced Portfolios using high-quality securities.
Who they serve
Both institutional and individual clients.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 137 | $95M |
| High Net Worth Individuals | 29 | $171M |
| Charitable Organizations | 2 | $10M |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $100,000 to $1 million | 1.00% |
| $1 million to $5 million | 0.75% |
| $5 million to $10 million | 0.65% |
| Over $10 million | 0.60% |
Data as of April 28, 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. Wealth Oklahoma 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.
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