Wealth Oklahoma
Firm details
- Headquarters
- Tulsa, Oklahoma
- CRD number
- 132962
- Registered since
- April 2, 2014
- Website
- stolperassetmanagement.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., RJA-NH
- Fee structure
- Percentage of AUM
- Client types
- HNWI48%
- Individuals26.77%
- Corporations / Businesses22.39%
- Pension & Profit Sharing Plans2.84%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Wealth Oklahoma is an independent, SEC-registered registered investment adviser formed as an LLC and operating with an owner-type listed as an individual. The firm charges fees tied to assets under management and serves both individual/family clients and institutional or business clients. Its stated advisory activities focus on discretionary portfolio management for individuals, small businesses and institutions, along with the publication of periodicals or newsletters. The firm does not position itself as a capital allocator and is not identified as an active ESG investor, a pension consultant, a related adviser, or a multistate 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 Equities88%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents3%
- Private Funds2%
Owners & executives
1 of 1
Jon Stolper
Chief Investment Officer And Portfolio ManagerCRD 1273542
Contacts
3 of 5
Allison Stolper
Wealth ManagerCRD 8080308
Susan Mcdonald
Research DirectorCRD 5765402
Saletha Fuller
Wealth ManagerCRD 1891766
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$7.3M in ETFs
100%
$7.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES INTERNATIONAL SELECT DIVIDEND ETF (IDV) | BlackRock | Passive | Foreign Large Value | $1.6M | 37,656 | 21.33% |
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
- 2021 S Lewis Ave
- Time zone
- CT (UTC-6)
- Office locations
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