Morales Wealth Management

Morales Wealth Management (CRD# 172510) is a financial advisory firm headquartered in Tulsa, OK. They manage $20,000,000 in 100 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Morales Wealth Management
Showing 1 - 1 of 1 top financial advisors.
Samuel T. Morales
CRD#: 1538105
21 Centre Park 2642 E. 21st St., Suite 185, Tulsa, OK 74114

Samuel Morales (CRD# 1538105) is an Investment Advisor Representative working at Morales Wealth Management in Tulsa, OK and has over 30 years of experience in the finance industry.

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