OLISTICO WEALTH, LLC

RIASEC RegisteredEst. 2021

Total AUM

$372M

Discretionary

$274M

74% of AUM

Avg account

$917K

Accounts

405

Employees

Advisory reps

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

FINTRX

Overview

Olistico Wealth, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2021. The firm serves both individual/family and institutional clients and combines financial planning and portfolio management with insurance brokerage. Its advisory capabilities list financial planning, discretionary and nondiscretionary portfolio management for individuals, small businesses and institutions, pension consulting services, and the publication of periodic client communications. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not structured as a capital allocator.