Olistico Wealth, LLC
Firm details
- Headquarters
- Tulsa, Oklahoma
- CRD number
- 315028
- Registered since
- June 28, 2021
- Website
- www.olisticowealth.com
- Custodians
- PERSHING LLC, EMPOWER FINANCIAL SERVICES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.15%
- Pension & Profit Sharing Plans24.94%
- Individuals8.48%
- Corporations / Businesses3.47%
- Charitable Organizations1.96%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
Olistico Wealth, LLC is an independent registered investment adviser formed as an LLC and operating since 2021. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals, small businesses and larger business or institutional clients. Its advisory services also include pension consulting and the publication of periodicals or newsletters. Olistico supplements its advisory practice with insurance brokerage activity, and it charges clients via percentage-of-AUM, hourly fees and fixed fees. The firm is not designated an active ESG investor and is not registered as a multi-state adviser.
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
- Public Funds/Mutual Funds59%
- Exchange Traded Equities24%
- Cash & Cash Equivalents7%
- US Government Bonds5%
- Investment Grade Corp Bonds2%
Contacts
3 of 4
Cooper Williamson
Private Wealth ManagerCRD 7648973
Anthony Jezek
Founder & Senior Wealth ManagerCRD 1425736
Justin McCormick
Senior Wealth ManagerCRD 7359847
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 143Active vs passive
$795M in ETFs
87%
$689M
9%
$106M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $218M | 1,302,906 | 27.37% |
Location
Tulsa, OK
Tulsa
Location
Tulsa, OK
Headquartered in Tulsa, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.
- Metro area
- Tulsa-Muskogee-Bartlesville, OK
- Region
- South
- County
- Tulsa
- Address
- 2431 E 61st St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Burkholder Wealth Management
RIATulsa, OK
Wealth Oklahoma
RIATulsa, OK
Oath Planning, LLC
RIATulsa, OK
Pinnacle Investment Advisors
RIATulsa, OK
Council Oak Wealth Advisors
RIATulsa, OK
Relation Wealth Management, Inc.
RIATulsa, OK