OLISTICO WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$371,509,330
Discretionary
$274,457,335
Non-discretionary
$97,051,995
Firm details
- CRD number
- 315028
- SEC file number
- 801-121638
- Main office
- TULSA, OK, United States
- Employees
- 4
- SEC status
- Approved
- Website
- https://Olisticowealth.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.