Tulsa Wealth Advisors, Inc.
● SEC registered since 2025CRD 337956SEC# 801-134209Tulsa, OK
Reg. AUM
$1.54B
Employees
27
Accounts
5,431
Location
Tulsa, OK
Tulsa Wealth Advisors, Inc. assets under management
Tulsa Wealth Advisors, Inc. is an SEC-registered investment adviser based in Tulsa, OK. The firm has been registered since 2025. It reports $1.5 billion in regulatory assets under management and employs 27 people.
Tulsa Wealth Advisors, Inc. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Kurt Steinmetz Control | Vice President And Cio | 5-10% | 2022 |
| Andy John Armstrong | Chief Compliance Officer | Under 5% | 2025 |
| Dennis Allen Zeimet Control | Director | Under 5% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Tulsa Wealth Advisors, Inc. manage?
Tulsa Wealth Advisors, Inc. reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Tulsa Wealth Advisors, Inc. have?
Tulsa Wealth Advisors, Inc. reports 27 employees.
Where is Tulsa Wealth Advisors, Inc. located?
Tulsa Wealth Advisors, Inc. is based in Tulsa, OK and has been SEC-registered since 2025.
Does Tulsa Wealth Advisors, Inc. disclose fund performance?
Tulsa Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1375 E. 71st Street, Tulsa, OK 74136 |
| Phone | 918-492-2150 |
| Fax | 918-493-3383 |
| Office hours | 8:00 To 5:00 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.54B▲ 1%
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$1.54Bregulatory AUM
Discretionary $1.35BNon-discretionary $190.5M