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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Scissortail Wealth Management LLC
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| CRD # | 297761 |
| SEC # | 801-114094 |
| CIK # | 0001906793 |
| AUM | $587.5 M (2025-03-25) |
| Employees | 10 (70% Investors, 40% Brokers) |
| Phone | 918-956-0500 |
| Address | 1203 East 33rd Street Tulsa, OK 74105 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.8 | ||
| Wal Mart Stores Inc | 9.7 | ||
| Microsoft Corp | 9.6 | ||
| Broadcom Inc | 9.4 | ||
| J P Morgan Chase & Co | 8.1 | ||
| Tyco International Ltd /Ber/ | 6.7 | ||
| Conocophillips | 6.2 | ||
| CME Group Inc | 6.0 | ||
| Eaton Corp Ltd | 5.7 | ||
| Phillips 66 | 5.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 397 | 136.0 |
| (b) Individuals (high net worth individuals) | 149 | 448.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,571 | 587.5 |
| By Discretionary | ||
| Discretionary | 2,394 | 553.1 |
| Non-Discretionary | 177 | 34.4 |
| Total | 2,571 | 587.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 587.5 | |
| Total | 2,571 | 587.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001906793] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hennion & Walsh Asset Management Inc
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|
NJ | 0.6 |
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Jacobson & Schmitt Advisors LLC
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WI | 0.6 |
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Siharum Advisors LLC
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MA | 0.6 |
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Ballast Advisors LLC
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MN | 0.6 |
|
CORA Capital Advisors LLC
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NJ | 0.6 |
|
Arbor Wealth Advisors LLC
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|
MI | 0.6 |
|
The Helmstar Group LLC
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|
ID | 0.6 |
|
Wambolt & Associates LLC
✚
|
CO | 0.6 |
|
Atwater Malick LLC
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|
PA | 0.6 |
|
Stolper & Company
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|
CA | 0.6 |