# TAO Private Wealth, LLC

> 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.

- CRD: 340979
- Filed as: TAO PRIVATE WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tulsa, OK
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340979
- AdvisorCensus page: https://advisorcensus.com/firm/tao-private-wealth-llc-tulsa-ok-340979

## Quick answers

**How is TAO Private Wealth, LLC compensated?**
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.

**Where is TAO Private Wealth, LLC located?**
TAO Private Wealth, LLC's principal office is in Tulsa, OK, according to its Form ADV.

**Is TAO Private Wealth, LLC registered with the SEC or a state?**
TAO Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340979.

**How much does TAO Private Wealth, LLC manage?**
TAO Private Wealth, LLC reports $104,182,000 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (99% discretionary).

**What types of clients does TAO Private Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (45); individuals (other than high net worth individuals) (1).

**Does TAO Private Wealth, LLC 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/340979

**Does TAO Private Wealth, LLC state an account minimum?**
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."

**What changed in TAO Private Wealth, LLC's recent Form ADV filings?**
In the May 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Account minimum: $1,000,000

> 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.

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

### Regulatory assets under management (Item 5.F)
- Total: $104,182,000
- Discretionary: $103,034,700
- Non-discretionary: $1,147,300

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $49,500 |
| High net worth individuals | 45 | $104,132,500 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- taoprivatewealth.com
- LinkedIn @tao-private-wealth

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. TAO Private Wealth, LLC (CRD 340979): Form ADV filing data as of October 2026.