Wealth Oklahoma
Wealth Oklahoma is an SEC-registered wealth manager in Tulsa, OK with $356.3M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Wealth Oklahoma: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 132962, SEC 801-79338, data through 2026-04-28.
- AUM (assets under management / regulatory AUM)
- $356.3M (2026-04-28)
- Firm type
- Wealth Manager
- Location
- Tulsa, OK
- Employees
- 6
- Clients
- 175
- CRD
- 132962
- Ownership
- STOLPER, ANGELA, COCHRAN; BULLOCK, SANDRA, LEAH; STOLPER, JON, DAVID; BRUNS, KAREN, FAYE
How much AUM does Wealth Oklahoma have?
Wealth Oklahoma reported $356.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-28).
Who owns Wealth Oklahoma?
Disclosed owners and executives of Wealth Oklahoma include STOLPER, ANGELA, COCHRAN, BULLOCK, SANDRA, LEAH, STOLPER, JON, DAVID, BRUNS, KAREN, FAYE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.