Olistico Wealth, LLC
● SEC registered since 2021CRD 315028SEC# 801-121638Tulsa, OK
Reg. AUM
$371.5M
Employees
4
Accounts
405
Location
Tulsa, OK
Olistico Wealth, LLC assets under management
Olistico Wealth, LLC is an SEC-registered investment adviser based in Tulsa, OK. The firm has been registered since 2021. It reports $371.5 million in regulatory assets under management and employs 4 people.
Olistico Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Scott Jezek Control | Chief Executive Officer & Founding Partner | Over 75% | 2021 |
| William Henry Jezek | Chief Compliance Officer | Under 5% | 2022 |
Frequently asked questions
How much does Olistico Wealth, LLC manage?
Olistico Wealth, LLC reports $371.5 million in regulatory assets under management on its Form ADV.
How many employees does Olistico Wealth, LLC have?
Olistico Wealth, LLC reports 4 employees.
Where is Olistico Wealth, LLC located?
Olistico Wealth, LLC is based in Tulsa, OK and has been SEC-registered since 2021.
Does Olistico Wealth, LLC disclose fund performance?
Olistico Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2431 East 61st Street, Suite 175, Tulsa, OK 74136 |
| Phone | 918-863-2005 |
| Fax | 918-515-6401 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$371.5M▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$371.5Mregulatory AUM
Discretionary $274.5MNon-discretionary $97.1M