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 registered investment adviser organized as an LLC and SEC-registered in 2020. The firm serves individual and family clients and functions as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, and selection of third-party advisers. Its fee arrangements include percentage-of-AUM fees as well as hourly and fixed-fee options. The adviser does not identify as an active ESG investor and its practice is oriented toward traditional wealth-management services rather than pension consulting or multi-state advisory operations.
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 Equities54%
- Public Funds/Mutual Funds18%
- State & Local Bonds16%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
Contacts
2 of 2Candace Pahl
OwnerCRD 4688775
Brian Mitchell
Senior Partner, Portfolio ManagerCRD 4498478
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$515K in ETFs
0%
$0
0%
$515K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND (VYM) | Vanguard | $515K | 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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