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 that began operations in 2018 and is owned by an individual. The firm advises both individual and family clients as well as institutional accounts. Its core services are financial planning and discretionary portfolio management for individuals, small businesses, and other institutions. Scissortail charges fees based on a percentage of assets under management and also uses fixed-fee arrangements. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.
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 9Scott 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 39Active vs passive
$326M in ETFs
74%
$242M
22%
$84.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $34.8M | 108,648 | 10.68% |
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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