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).

By the Numbers
  • Total Assets Under Management
    202
    MILLION
  • Total Number of Accounts
    286
    ACCOUNTS
  • Average Account Value
    $705,508
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at Olistico Wealth, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Anthony S. Jezek
CRD#: 1425736
2431 East 61st Street, Suite 175, Tulsa, OK 74136

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.

2
William H. Jezek
CRD#: 6945390
2431 East 61st Street, Suite 175, Tulsa, OK 74136

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.

3
Justin R. McCormick
CRD#: 7359847
2431 East 61st Street, Suite 175, Tulsa, OK 74136

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.

4
Cooper T. Williamson
CRD#: 7648973
2431 East 61st Street, Suite 175, Tulsa, OK 74136

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.

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