Olistico Wealth, LLC
Olistico Wealth, LLC (CRD# 315028) is a financial advisory firm headquartered in Tulsa, OK. They manage $201,775,318 in 286 accounts and serve the financial needs of clients across 2 states (or territories).
-
Total Assets Under Management202MILLION
-
Total Number of Accounts286ACCOUNTS
-
Average Account Value$705,508
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
OK, TX
Anthony Jezek (CRD# 1425736) is an Investment Advisor Representative working at Olistico Wealth, LLC in Tulsa, OK and has over 38 years of experience in the finance industry.
William Jezek (CRD# 6945390) is an Investment Advisor Representative working at Olistico Wealth, LLC in Tulsa, OK and has over 4 years of experience in the finance industry.
Justin McCormick (CRD# 7359847) is an Investment Advisor Representative working at Olistico Wealth, LLC in Tulsa, OK and has over 2 years of experience in the finance industry.
Cooper Williamson (CRD# 7648973) is an Investment Advisor Representative working at Olistico Wealth, LLC in Tulsa, OK and has 1 year of experience in the finance industry.