# Esoteric Wealth Partners LLC

> Esoteric Wealth Partners LLC is a state-registered investment advisory firm in Edmond, OK, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 168497
- Filed as: ESOTERIC WEALTH PARTNERS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Edmond, OK
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/168497
- AdvisorCensus page: https://advisorcensus.com/firm/esoteric-wealth-partners-llc-edmond-ok-168497

## Quick answers

**How is Esoteric Wealth Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Esoteric Wealth Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Esoteric Wealth Partners LLC located?**
Esoteric Wealth Partners LLC's principal office is in Edmond, OK, according to its Form ADV.

**Is Esoteric Wealth Partners LLC registered with the SEC or a state?**
Esoteric Wealth Partners LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 168497.

**How much does Esoteric Wealth Partners LLC manage?**
Esoteric Wealth Partners LLC reports $18,207,527 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Esoteric Wealth Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (38); high net worth individuals (11).

**Does Esoteric Wealth Partners LLC 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/168497

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $18,207,527
- Discretionary: $18,207,527
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $7,503,248 |
| High net worth individuals | 11 | $10,704,279 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [esotericwealth.com](https://esotericwealth.com)
- Facebook @esotericwealth
- LinkedIn @esoteric-wealth-partners-llc
- X @EsotericWealth
- YouTube @UCDETVJXw0QLmvFRt9YYwYmQ

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Esoteric Wealth Partners LLC (CRD 168497): Form ADV filing data as of October 2026.