TAO PRIVATE WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$104,182,000
Discretionary
$103,034,700
Non-discretionary
$1,147,300
Firm details
- CRD number
- 340979
- SEC file number
- 801-135847
- Main office
- TULSA, OK, United States
- Employees
- 2
- SEC status
- Approved
- Website
- https://www.taoprivatewealth.com
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.