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 registered investment adviser organized as a limited liability company and SEC-registered since 2014. Ownership is individual, and the firm charges fees based on a percentage of assets under management. Its client base spans individuals and families as well as institutional clients. Core advisory activities include discretionary portfolio management for individuals/small businesses and for institutions, plus the publication of periodicals or newsletters. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant.
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 1JON STOLPER
Chief Investment Officer And Portfolio ManagerCRD 1273542
Contacts
3 of 5Allison 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 14Active vs passive
$44.4M in ETFs
100%
$44.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $32.9M | 31,089 | 74.09% |
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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