Scissortail Wealth Management, LLC
Scissortail Wealth Management, LLC is an SEC-registered wealth manager in Tulsa, OK with $568.2M assets under management (AUM, regulatory AUM), -3% over one year. See who owns Scissortail Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297761, SEC 801-114094, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $568.2M (2026-04-30)
- Firm type
- Wealth Manager
- Location
- Tulsa, OK
- Employees
- 13
- Clients
- 485
- CRD
- 297761
- Ownership
- WELSH, TODD, CHARLES; HOWARD, RICHARD, L.; Meiksins, Ian, Disbrow; LITTLETON, DAVID, LOUIS; HEROUX, CHRISTINE, MARIE
How much AUM does Scissortail Wealth Management, LLC have?
Scissortail Wealth Management, LLC reported $568.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Scissortail Wealth Management, LLC?
Disclosed owners and executives of Scissortail Wealth Management, LLC include WELSH, TODD, CHARLES, HOWARD, RICHARD, L., Meiksins, Ian, Disbrow, LITTLETON, DAVID, LOUIS, HEROUX, CHRISTINE, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.