Scissortail Wealth Management, LLC
Firm details
- Headquarters
- Tulsa, Oklahoma
- CRD number
- 297761
- Registered since
- October 5, 2018
- Website
- www.scissortailwealth.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI59.91%
- Individuals36.76%
- Corporations / Businesses1.19%
- Other0.83%
- Banking / Thrift Institutions0.63%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Scissortail Wealth Management, LLC is an independent registered investment adviser formed in 2018 and organized as an LLC under individual ownership. The firm serves both individual and family clients as well as institutional relationships, offering financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. Its fee arrangements include a percentage-of-AUM component and fixed fees. Service and product scope is broadly traditional rather than niche: Scissortail is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser. Advisory activities emphasize discretionary portfolio management alongside planning services.
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
- Exchange Traded Equities56%
- Non-Exchange Traded Equities23%
- Cash & Cash Equivalents13%
- Public Funds/Mutual Funds6%
- State & Local Bonds1%
Contacts
3 of 9
Scott Allen
Wealth Management AdvisorCRD 6630097
Kevin Criss
Wealth Management AdvisorCRD 7363938
Lisa Allem
Client Service AssociateCRD 8236945
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$367M in ETFs
74%
$272M
22%
$94.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $40.2M | 108,661 | 10.96% |
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
- 1203 E 33rd St
- Time zone
- CT (UTC-6)
- Office locations
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