Wealth Oklahoma
Firm details
- Headquarters
- Tulsa, Oklahoma
- CRD number
- 132962
- Registered since
- April 2, 2014
- Website
- stolperassetmanagement.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., RJA-NH
- Fee structure
- Percentage of AUM
- Client types
- HNWI48%
- Individuals26.77%
- Corporations / Businesses22.39%
- Pension & Profit Sharing Plans2.84%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Wealth Oklahoma is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is SEC registered (2014) and manages portfolios for both high-net-worth individuals and families as well as institutional clients. Its business model is fee-based on a percentage of assets under management, with primary advisory services including portfolio management for individuals/small businesses, portfolio management for businesses or institutions, and the publication of periodic newsletters. The firm describes an equity-forward investment preference and does not identify as an active ESG investor. It is not structured as a capital allocator or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities88%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents3%
- Private Funds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$6.6M in ETFs
100%
$6.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES INTERNATIONAL SELECT DIVIDEND ETF (IDV) | BlackRock | Passive | Foreign Large Value | $1.5M | 36,650 | 23.39% |
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
- 2021 S Lewis Ave
- Time zone
- CT (UTC-6)
- Office locations
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