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| Olistico Wealth LLC
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| CRD # | 315028 |
| SEC # | 801-121638 |
| CIK # | 0001962695 |
| AUM | 371.5 M (2026-03-24) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 918-863-2005 |
| Address | 2431 East 61st Street Tulsa, OK 74136 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001962695 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 17.6 | ||
| Nvidia Corp | 9.0 | ||
| Amazon Com Inc | 6.3 | ||
| Broadcom Inc | 4.2 | ||
| Alphabet Inc | 4.0 | ||
| Oneok Inc /New/ | 3.8 | ||
| Alliant Energy Corp | 3.1 | ||
| Microsoft Corp | 3.1 | ||
| Lilly Eli & Co | 2.9 | ||
| AAON Inc | 2.3 | ||
| Caterpillar Inc | 2.1 | ||
| American Express Co | 1.9 | ||
| J P Morgan Chase & Co | 1.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 183 | 31.5 |
| (b) Individuals (high net worth individuals) | 203 | 227.2 |
| (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 | 4 | 92.6 |
| (h) Charitable organizations | 4 | 7.3 |
| (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 | 10 | 12.9 |
| (n) Other | 0 | 0.0 |
| Total | 405 | 371.5 |
| By Discretionary | ||
| Discretionary | 391 | 274.5 |
| Non-Discretionary | 14 | 97.1 |
| Total | 405 | 371.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 371.5 | |
| Total | 405 | 371.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001962695] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Oak Wealth Advisors LLC
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IL | 373.7 M |
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Arbor Capital Management Inc
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AK | 372.5 M |
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Pinnacle Family Advisors LLC
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MO | 371.7 M |
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Atala Financial Inc
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CA | 370.7 M |
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Donoghue Forlines LLC
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MA | 370.5 M |
|
Rebel Financial LLC
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OH | 370.5 M |
|
Blackridge Asset Management LLC
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|
FL | 370.3 M |
|
One Advisory Partners LLC
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|
KS | 369.5 M |
|
Baron Financial Group LLC
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|
NJ | 369.1 M |
|
Yosemite Capital Management LLC
✚
|
CA | 369.0 M |