Mitchell & Pahl Private Wealth, LLC
● SEC registered since 2020CRD 307625SEC# 801-118315Oklahoma City, OK
Reg. AUM
$449.9M
Employees
4
Accounts
920
Location
Oklahoma City, OK
Mitchell & Pahl Private Wealth, LLC assets under management
Mitchell & Pahl Private Wealth, LLC is an investment advisory firm registered with the SEC based in Oklahoma City, OK. The firm has been registered since 2020. It reports $449.9 million in regulatory assets under management and employs 4 people.
Mitchell & Pahl Private Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian D. Mitchell Control | Partner, Portfolio Manager, Chief Compliance Officer | 50-75% | 2020 |
| Candace Pahl Control | Partner, Wealth Manager | 50-75% | 2020 |
Frequently asked questions
How much does Mitchell & Pahl Private Wealth, LLC manage?
Mitchell & Pahl Private Wealth, LLC reports $449.9 million in regulatory assets under management on its Form ADV.
How many employees does Mitchell & Pahl Private Wealth, LLC have?
Mitchell & Pahl Private Wealth, LLC reports 4 employees.
Where is Mitchell & Pahl Private Wealth, LLC located?
Mitchell & Pahl Private Wealth, LLC is based in Oklahoma City, OK and has been SEC-registered since 2020.
Does Mitchell & Pahl Private Wealth, LLC disclose fund performance?
Mitchell & Pahl Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1001 NW 71st Street, Suite 4, Oklahoma City, OK 73116 |
| Phone | 405-608-2280 |
| Fax | 405-608-2260 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1836506 |
| Discloses disciplinary history | No |
Regulatory AUM
$449.9M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$449.9Mregulatory AUM
Discretionary $410.1MNon-discretionary $39.9M