Scissortail Wealth Management, LLC
● SEC registered since 2018CRD 297761SEC# 801-114094Tulsa, OK
Reg. AUM
$568.2M
Employees
13
Accounts
2,566
Location
Tulsa, OK
Scissortail Wealth Management, LLC assets under management
Scissortail Wealth Management, LLC is an investment advisory firm registered with the SEC based in Tulsa, OK. The firm has been registered since 2018. It reports $568.2 million in regulatory assets under management and employs 13 people.
Scissortail Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christine Marie Heroux | Chief Compliance Officer | Under 5% | 2025 |
| Richard L. Howard Control | Founder, Senior Partner, Managing Member | 50-75% | 2018 |
| Todd Charles Welsh Control | Founder, Senior Partner, Managing Member | 50-75% | 2018 |
Frequently asked questions
How much does Scissortail Wealth Management, LLC manage?
Scissortail Wealth Management, LLC reports $568.2 million in regulatory assets under management on its Form ADV.
How many employees does Scissortail Wealth Management, LLC have?
Scissortail Wealth Management, LLC reports 13 employees.
Where is Scissortail Wealth Management, LLC located?
Scissortail Wealth Management, LLC is based in Tulsa, OK and has been SEC-registered since 2018.
Does Scissortail Wealth Management, LLC disclose fund performance?
Scissortail Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1203 East 33rd Street, Suite 100, Tulsa, OK 74105 |
| Phone | (918) 956-0500 |
| Fax | (844) 739-6951 |
| Office hours | 8:30a.m. - 4:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$568.2M▼ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$568.2Mregulatory AUM
Discretionary $528.5MNon-discretionary $39.6M