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| Scissortail Wealth Management LLC
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| |
|---|---|
| CRD # | 297761 |
| SEC # | 801-114094 |
| CIK # | 0001906793 |
| AUM | $530.8 MM (2024-03-29) |
| Employees | 10 (70% Investors, 40% Brokers) |
| Phone | 918-956-0500 |
| Address | 1203 East 33rd Street Tulsa, OK 74105 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 11.3 | |
| INTU | 108,963.5 | 9.9 | |
| COP | 123,162.3 | 8.0 | |
| MSFT | 1,918,222.4 | 7.7 | |
| WMT | 335,434.5 | 7.1 | |
| AVGO | 201,282.9 | 7.0 | |
| PSX | 42,745.7 | 6.8 | |
| ETN | 51,598.7 | 6.0 | |
| MPC | 47,980.8 | 6.0 | |
| JPM | 340,169.2 | 6.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 370 | 129.4 |
| (b) Individuals (high net worth individuals) | 130 | 374.4 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.3 |
| (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 | 0 | 24.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,331 | 530.8 |
| By Discretionary | ||
| Discretionary | 2,166 | 499.4 |
| Non-Discretionary | 165 | 31.4 |
| Total | 2,331 | 530.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 530.8 | |
| Total | 2,331 | 530.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001906793] |
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