{
  "crd_number": 340979,
  "slug": "tao-private-wealth-llc-tulsa-ok-340979",
  "primary_business_name": "TAO PRIVATE WEALTH, LLC",
  "legal_name": "TAO PRIVATE WEALTH, LLC",
  "dbas": [],
  "city": "Tulsa",
  "state": "OK",
  "country": "United States",
  "cbsa_code": "46140",
  "metro": {
    "cbsa_code": "46140",
    "common_name": "Tulsa",
    "msa_name": "Tulsa, OK",
    "path": "/advisors/ok/tulsa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-04-13",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-25",
  "carried_forward": false,
  "raum_total": 104182000.0,
  "raum_discretionary": 103034700.0,
  "raum_non_discretionary": 1147300.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 49500.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 104132500.0,
      "count": 45
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "OK"
  ],
  "websites": [
    "https://linkedin.com/company/tao-private-wealth",
    "https://taoprivatewealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340979",
  "city_as_filed": "TULSA",
  "url": "https://advisorcensus.com/firm/tao-private-wealth-llc-tulsa-ok-340979",
  "display_name": "TAO Private Wealth, LLC",
  "summary": "TAO Private Wealth, LLC is an SEC-registered investment advisory firm in Tulsa, OK, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 25, 2026.",
  "citation": "AdvisorCensus. TAO Private Wealth, LLC (CRD 340979): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is TAO Private Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), TAO Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does TAO Private Wealth, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 13, 2026 states: Hourly rate: $1,000 an hour (investment advice or financial planning); Hourly rate: $2,000 an hour (Family-Office and planning/consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is TAO Private Wealth, LLC located?",
      "a": "TAO Private Wealth, LLC's principal office is in Tulsa, OK, according to its Form ADV."
    },
    {
      "q": "Is TAO Private Wealth, LLC registered with the SEC or a state?",
      "a": "TAO Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340979."
    },
    {
      "q": "How much does TAO Private Wealth, LLC manage?",
      "a": "TAO Private Wealth, LLC reports $104,182,000 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (99% discretionary)."
    },
    {
      "q": "What types of clients does TAO Private Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (45); individuals (other than high net worth individuals) (1)."
    },
    {
      "q": "Does TAO Private Wealth, LLC report any disciplinary disclosures?",
      "a": "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/340979"
    },
    {
      "q": "Does TAO Private Wealth, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 13, 2026 says: \"The recommended minimum investment amount for establishing and maintaining an advisory account is $1,000,000. This minimum is based on the aggregate amount of client accounts per household.\""
    },
    {
      "q": "What changed in TAO Private Wealth, LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 13, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $1,000 an hour (investment advice or financial planning)",
      "Hourly rate: $2,000 an hour (Family-Office and planning/consulting services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000"
        ],
        "quotes": [
          "The recommended minimum investment amount for establishing and maintaining an advisory account is $1,000,000. This minimum is based on the aggregate amount of client accounts per household."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $1,000 an hour (investment advice or financial planning)"
        ],
        "quotes": [
          "We may also provide investment advice or financial planning to Clients on an hourly or fixed rate fee. Our maximum hourly rat e is $ 1,000.00 per hour"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $2,000 an hour (Family-Office and planning/consulting services)"
        ],
        "quotes": [
          "Family‑ Office and planning/consulting services may be provided on an hourly basis (currently up to $2,000/hour) or a fixed project fee depending on scope."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 1000.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "investment advice or financial planning"
        },
        {
          "kind": "hourly",
          "amount": 2000.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Family-Office and planning/consulting services"
        }
      ]
    },
    "quotes": [
      "The recommended minimum investment amount for establishing and maintaining an advisory account is $1,000,000. This minimum is based on the aggregate amount of client accounts per household.",
      "We may also provide investment advice or financial planning to Clients on an hourly or fixed rate fee. Our maximum hourly rat e is $ 1,000.00 per hour",
      "Family‑ Office and planning/consulting services may be provided on an hourly basis (currently up to $2,000/hour) or a fixed project fee depending on scope."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/tao-private-wealth-llc-tulsa-ok-340979.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 49500.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 45,
      "fewer_than_5": false,
      "raum": 104132500.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340979",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}