# Mitchell & Pahl Private Wealth

> Mitchell & Pahl Private Wealth is an SEC-registered investment advisory firm in Oklahoma City, OK, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 3, 2026.

- CRD: 307625
- Filed as: MITCHELL & PAHL PRIVATE WEALTH
- Legal name: Mitchell & Pahl Private Wealth, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Oklahoma City, OK
- Filing period: October 2026
- Form ADV filing dated: February 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307625
- AdvisorCensus page: https://advisorcensus.com/firm/mitchell-and-pahl-private-wealth-oklahoma-city-ok-307625

## Quick answers

**How is Mitchell & Pahl Private Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Mitchell & Pahl Private Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Mitchell & Pahl Private Wealth located?**
Mitchell & Pahl Private Wealth's principal office is in Oklahoma City, OK, according to its Form ADV.

**Is Mitchell & Pahl Private Wealth registered with the SEC or a state?**
Mitchell & Pahl Private Wealth is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307625.

**How much does Mitchell & Pahl Private Wealth manage?**
Mitchell & Pahl Private Wealth reports $449,942,478 in regulatory assets under management in its Form ADV filing dated February 3, 2026 (91% discretionary).

**How have Mitchell & Pahl Private Wealth's assets and staff changed since 2021?**
In the Form ADV data for Mitchell & Pahl Private Wealth: Regulatory assets under management: $321,656,717 in the October 2021 data and $449,942,478 in the October 2026 data, up 40%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Mitchell & Pahl Private Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (136); high net worth individuals (89).

**Which custodians does Mitchell & Pahl Private Wealth use?**
Mitchell & Pahl Private Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Wells Fargo Clearing Services, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Mitchell & Pahl Private Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307625

**Does Mitchell & Pahl Private Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated February 3, 2026 says: "Mitchell & Pahl generally does not require a minimum initial investment for investment management services. The firm, in its sole discretion, may accept clients with smaller portfolios based upon each client’s particular circumstances."

**What changed in Mitchell & Pahl Private Wealth's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $405,979,003 to $449,942,478 (+11%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 3, 2026)

- Account minimum: None (the brochure says it may be waived or negotiated)

> Mitchell & Pahl generally does not require a minimum initial investment for investment management services. The firm, in its sole discretion, may accept clients with smaller portfolios based upon each client’s particular circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Wells Fargo Clearing Services, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $449,942,478
- Discretionary: $410,054,799
- Non-discretionary: $39,887,679

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 136 | $48,572,013 |
| High net worth individuals | 89 | $394,518,844 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Fewer than 5 | $6,851,621 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |

### 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: 2020 (6 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, LA, NE, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mpprivatewealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $321,656,717 | 3 | February 2, 2021 |
| October 2022 | $349,642,094 | 4 | March 18, 2022 |
| October 2023 | $314,111,980 | 4 | March 17, 2023 |
| October 2024 | $354,445,250 | 4 | March 15, 2024 |
| October 2025 | $405,979,003 | 4 | March 14, 2025 |
| October 2026 | $449,942,478 | 4 | February 3, 2026 |

Regulatory assets under management: $321,656,717 in the October 2021 data and $449,942,478 in the October 2026 data, up 40%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $405,979,003 to $449,942,478 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mitchell & Pahl Private Wealth (CRD 307625): Form ADV filing data as of October 2026.