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| Olistico Wealth LLC
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|---|---|
| CRD # | 315028 |
| SEC # | 801-121638 |
| CIK # | 0001962695 |
| AUM | $325.8 M (2025-03-24) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 918-863-2005 |
| Address | 2431 East 61st Street Tulsa, OK 74136 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.0 | ||
| Nvidia Corp | 6.8 | ||
| Amazon Com Inc | 5.9 | ||
| Microsoft Corp | 3.8 | ||
| Oneok Inc /New/ | 3.4 | ||
| Broadcom Inc | 3.2 | ||
| Alphabet Inc | 2.0 | ||
| Lilly Eli & Co | 2.0 | ||
| Costco Wholesale Corp /NEW | 1.7 | ||
| J P Morgan Chase & Co | 1.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 178 | 34.4 |
| (b) Individuals (high net worth individuals) | 141 | 192.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 80.5 |
| (h) Charitable organizations | 4 | 7.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 11.2 |
| (n) Other | 0 | 0.0 |
| Total | 335 | 325.8 |
| By Discretionary | ||
| Discretionary | 326 | 242.3 |
| Non-Discretionary | 9 | 83.5 |
| Total | 335 | 325.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 325.8 | |
| Total | 335 | 325.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001962695] |
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