Mitchell & Pahl Private Wealth
Firm details
- Headquarters
- Oklahoma City, Oklahoma
- CRD number
- 307625
- Registered since
- March 27, 2020
- Website
- mpprivatewealth.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.68%
- Individuals10.8%
- Charitable Organizations1.52%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Mitchell & Pahl Private Wealth is an independent, individual-owned RIA organized as an LLC that focuses on serving individual and family clients. The firm is SEC registered (registered in 2020) and offers a mix of fee arrangements including percentage of AUM, hourly charges, and fixed fees. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. The firm describes itself as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Public Funds/Mutual Funds18%
- State & Local Bonds16%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$505K in ETFs
0%
$0
0%
$505K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND (VYM) | Vanguard | $505K | 3,256 | 100.00% |
Location
Oklahoma City, OK
Oklahoma
Location
Oklahoma City, OK
Headquartered in Oklahoma City, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- Oklahoma
- Address
- 1001 Nw 71st St
- Time zone
- CT (UTC-6)
- Office locations
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