Scissortail Wealth Management is an investment advisor in Tulsa with $334.22 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
832324804
SEC advisor number
801-114094
FINRA CRD number
297761
AUM ?
$488.49 mm
(as of 15 Apr 24)
Accounts
2,100
(as of 15 Apr 24)
Employees
10
(7 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Aug 24
13F-HR
Quarterly holdings report by institutional manager
15 May 24
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
5 May 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
19 Aug 22