Olistico Wealth is an investment advisor in Tulsa with $169.16 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
863575290
SEC advisor number
801-121638
FINRA CRD number
315028
AUM ?
$169.16 mm
(as of 4 Apr 23)
Accounts
250
(as of 4 Apr 23)
Employees
4
(4 investment advisory or research)
Office hours
Monday - Friday, 9:00 AM - 4:00 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Jezek, Anthony, Scott | Chief Executive Officer & Founding Partner | 04/2021 | > 75% |
Jezek, William, Henry | Chief Compliance Officer | 02/2022 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Jul 24
13F-HR
Quarterly holdings report by institutional manager
24 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23