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| Tulsa Wealth Advisors Inc
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|---|---|
| CRD # | 337956 |
| SEC # | 801-134209 |
| CIK # | 0002114442 |
| AUM | $1.5 B (2026-03-13) |
| Employees | 27 (59% Investors, 41% Brokers) |
| Phone | 918-492-2150 |
| Address | 1375 E 71st Street Tulsa, OK 74136 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002114442 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 14.6 | ||
| Apple Inc | 13.6 | ||
| J P Morgan Chase & Co | 12.7 | ||
| Wal Mart Stores Inc | 11.5 | ||
| Microsoft Corp | 11.3 | ||
| Eaton Corp Ltd | 9.1 | ||
| Motorola Inc | 9.1 | ||
| Marathon Petroleum Corp | 8.3 | ||
| Analog Devices Inc | 6.2 | ||
| Johnson & Johnson | 6.0 | ||
| Home Depot Inc | 6.0 | ||
| CME Group Inc | 5.9 | ||
| Ace Ltd | 5.5 | ||
| Tyco International Ltd /Ber/ | 5.1 | ||
| Alphabet Inc | 4.9 | ||
| Darden Restaurants Inc | 4.7 | ||
| Air Products & Chemicals Inc /DE/ | 4.3 | ||
| AbbVie Inc | 3.9 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fiduciary Wealth Partners LLC
✚
|
MA | 1.5 |
|
Activ8 Family Office LLC
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|
VA | 1.5 |
|
Cutler Investment Counsel LLC
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OR | 1.5 |
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YCG LLC
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TX | 1.5 |
|
Financial Symmetry Incorporated
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NC | 1.5 |
|
SBK Financial Inc
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VA | 1.5 |
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Strategic Wealth Group Registered Investment Advisor LLC
✚
|
MN | 1.5 |
|
Kings Path Partners LLC
✚
|
TX | 1.5 |
|
Triad Wealth Partners LLC
✚
|
KS | 1.5 |
|
Capital Creek Partners LLC
✚
|
TX | 1.5 |