# Coachwise Financial Solutions, Inc.

> Coachwise Financial Solutions, Inc. is a state-registered investment advisory firm in Tulsa, OK, registered since 2005, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 133271
- Filed as: COACHWISE FINANCIAL SOLUTIONS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tulsa, OK
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/133271
- AdvisorCensus page: https://advisorcensus.com/firm/coachwise-financial-solutions-inc-tulsa-ok-133271

## Quick answers

**How is Coachwise Financial Solutions, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Coachwise Financial Solutions, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Coachwise Financial Solutions, Inc. located?**
Coachwise Financial Solutions, Inc.'s principal office is in Tulsa, OK, according to its Form ADV.

**Is Coachwise Financial Solutions, Inc. registered with the SEC or a state?**
Coachwise Financial Solutions, Inc. is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 133271.

**How much does Coachwise Financial Solutions, Inc. manage?**
Coachwise Financial Solutions, Inc. reports $55,177,311 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**What types of clients does Coachwise Financial Solutions, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (191); high net worth individuals (26).

**Does Coachwise Financial Solutions, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/133271

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $55,177,311
- Discretionary: $55,177,311
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 191 | $24,825,348 |
| High net worth individuals | 26 | $30,351,963 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2005 (21 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cwfs.us

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coachwise Financial Solutions, Inc. (CRD 133271): Form ADV filing data as of October 2026.