Tao Private Wealth, LLC
● SEC registered since 2026CRD 340979SEC# 801-135847Tulsa, OK
Reg. AUM
$104.2M
Employees
2
Accounts
324
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 reports $104.2 million in regulatory assets under management and 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 much does Tao Private Wealth, LLC manage?
Tao Private Wealth, LLC reports $104.2 million in regulatory assets under management on its Form ADV.
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
Regulatory AUMTop 92%
Larger than 8% of 16,340 advisers
EmployeesTop 86%
More than 14% of 16,820 advisers
Assets under management
$104.2Mregulatory AUM
Discretionary $103MNon-discretionary $1.1M