Council Oak Wealth Advisors
Council Oak Wealth Advisors is an SEC-registered wealth manager in Tulsa, OK with $529.4M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Council Oak Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297180, SEC 801-113403, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $529.4M (2026-03-20)
- Firm type
- Wealth Manager
- Location
- Tulsa, OK
- Employees
- 6
- Clients
- 378
- CRD
- 297180
- Ownership
- THIRD BUCKET, LLC; DIACON, JAMES, E; SHELTER ME, LLC; AVARICE HOLDINGS, LLC; LOVELLE, NATHAN, JOEL
How much AUM does Council Oak Wealth Advisors have?
Council Oak Wealth Advisors reported $529.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Council Oak Wealth Advisors?
Disclosed owners and executives of Council Oak Wealth Advisors include THIRD BUCKET, LLC, DIACON, JAMES, E, SHELTER ME, LLC, AVARICE HOLDINGS, LLC, LOVELLE, NATHAN, JOEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.