Olistico Wealth, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 315028
- SEC number
- 801-121638
- Firm type
- RIA
- Assets under management
- $371.5M as of Mar 24, 2026
- Website
- olisticowealth.com ↗
- Phone
- 918-863-2005
- Address
- 2431 East 61st Street, Tulsa, OK, 74136
Advisors at this firm
4 in our index · page 1 of 1
-
Anthony Scott JezekCRD 1425736 · Tulsa, OKIA RegisteredRegistration inactiveDisclosure event(s) on record
-
William Henry JezekCRD 6945390 · Tulsa, OKIA RegisteredRegistration inactive
-
Justin Richard MccormickCRD 7359847 · Tulsa, OKIA RegisteredRegistration inactive
-
Cooper Thomas WilliamsonCRD 7648973 · Tulsa, OKIA Registered
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 315028 ↗
FINRA BrokerCheck record for firm CRD 315028 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.