Fee-only adviser · Tulsa, OK
Wealth Oklahoma
Wealth Oklahoma is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Tulsa, Oklahoma. On its latest Form ADV, filed April 28, 2026, it reports $356M in regulatory assets under management, 166 individual clients and 6 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 132962 · SEC file 801-79338 |
| Office | 2021 S. Lewis Avenue Suite 301 Tulsa, OK 74104 |
| Phone | (918) 745-6060 |
| Website | www.wealthoklahoma.com |
| Regulatory assets under management | $356M |
| Individual clients | 137 non-high-net-worth, 29 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 6 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 28, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Tulsa
- Trinity Strategic Wealth $1.5B
- Sustainable Advisors Alliance LLC $235M
- Gibraltar Capital Management, Inc. $1.3B
- Scissortail Wealth Management, LLC $568M
- Pinnacle Investment Advisors $508M
- Warburton Capital Management, LLC $787M
See all 30 fee-only advisers in Tulsa →
Nearby
- Broken Arrow 1 firm
- Bixby 1 firm
- Sapulpa 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Wealth Oklahoma? Update this listing.