Allocator Index · CRD 315028

OLISTICO WEALTH, LLC

Tulsa, OK · 918-863-2005 · olisticowealth.com

SEC IAPD record ↗

Fit score

58

  • aum $250M-$3.0B+22
  • hnw>=200+20
  • hnw_majority+8
  • employees 3-60+8

HNW clients

203

Other individuals

183

HNW assets

$227.2M

Total AUM

$371.5M

Employees

4

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.