Olistico Wealth, LLC
Olistico Wealth, LLC is an SEC-registered mass-market adviser in Tulsa, OK with $371.5M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Olistico Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315028, SEC 801-121638, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $371.5M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Tulsa, OK
- Employees
- 4
- Clients
- 404
- CRD
- 315028
- Ownership
- JEZEK, ANTHONY, SCOTT; Jezek, William, Henry; Wallace, Gregory, Clark
How much AUM does Olistico Wealth, LLC have?
Olistico Wealth, LLC reported $371.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Olistico Wealth, LLC?
Disclosed owners and executives of Olistico Wealth, LLC include JEZEK, ANTHONY, SCOTT, Jezek, William, Henry, Wallace, Gregory, Clark. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.