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, owner-operated registered investment adviser that began SEC registration in 2021. The firm serves both individual/family clients and institutional clients, combining financial planning and discretionary portfolio management with fee models that include a percentage of assets under management, hourly fees, and fixed-fee engagements. Olistico also operates as an insurance broker and lists services such as pension consulting and the publication of periodicals or newsletters as part of its advisory mix. The firm does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds59%
- Exchange Traded Equities24%
- Cash & Cash Equivalents7%
- US Government Bonds5%
- Investment Grade Corp Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 166Active vs passive
$166M in ETFs
59%
$97.1M
41%
$68.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $22.8M | 253,239 | 13.78% |
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