Wto Advisors, LLC

Wto Advisors, LLC (CRD# 317923) is a financial advisory firm headquartered in Edmond, OK. They manage $62,139,791 in 102 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2952 Via Esperanza, Edmond, OK 73013
By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $609,214
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at Wto Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alyssa Kaiser, financial advisor Edmond OK
Alyssa A. Kaiser
CRD#: 6424108
2952 Via Esperanza, Edmond, OK 73013

Alyssa Kaiser (CRD# 6424108) is an Investment Advisor Representative working at Wto Advisors, LLC in Edmond, OK and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals