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| Tulsa Wealth Advisors Inc
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|---|---|
| CRD # | 337956 |
| SEC # | 801-134209 |
| CIK # | 0002114442 |
| AUM | 1,536.1 M (2026-03-13) |
| Employees | 27 (59% Investors, 41% Brokers) |
| Fees | |
| Minimum | |
| Phone | 918-492-2150 |
| Address | 1375 E 71st Street Tulsa, OK 74136 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 14.6 | ||
| Apple Inc | 13.6 | ||
| J P Morgan Chase & Co | 12.7 | ||
| Wal Mart Stores Inc | 11.5 | ||
| Microsoft Corp | 11.3 | ||
| Eaton Corp Ltd | 9.1 | ||
| Motorola Inc | 9.1 | ||
| Marathon Petroleum Corp | 8.3 | ||
| Analog Devices Inc | 6.2 | ||
| Johnson & Johnson | 6.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,560 | 777.9 |
| (b) Individuals (high net worth individuals) | 175 | 683.9 |
| (c) Banking or thrift institutions | 1 | 0.9 |
| (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 | 1 | 0.1 |
| (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 | 1 | 7.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 65.0 |
| (n) Other | 2 | 0.4 |
| Total | 5,431 | 1,536.1 |
| By Discretionary | ||
| Discretionary | 3,569 | 1,345.6 |
| Non-Discretionary | 1,862 | 190.5 |
| Total | 5,431 | 1,536.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,536.1 | |
| Total | 5,431 | 1,536.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002114442] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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