Tao Private Wealth, LLC
● SEC registered since 2026CRD 340979SEC# 801-135847Tulsa, OK
Reg. AUM
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Employees
2
Accounts
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Location
Tulsa, OK
Tao Private Wealth, LLC assets under management
Tao Private Wealth, LLC is a registered investment adviser overseen by the SEC based in Tulsa, OK. The firm has been registered since 2026. It employs 2 people.
Tao Private Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Justin Aaron Hart Control | Cco - Member | Over 75% | 2017 |
Frequently asked questions
How many employees does Tao Private Wealth, LLC have?
Tao Private Wealth, LLC reports 2 employees.
Where is Tao Private Wealth, LLC located?
Tao Private Wealth, LLC is based in Tulsa, OK and has been SEC-registered since 2026.
Does Tao Private Wealth, LLC disclose fund performance?
Tao 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 | 1316 E. 35th Place, Suite 200, Tulsa, OK 74105 |
| Phone | (918) 986 7282 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 86%
More than 14% of 16,825 advisers