{
  "crd_number": 132962,
  "slug": "wealth-oklahoma-tulsa-ok-132962",
  "primary_business_name": "WEALTH OKLAHOMA",
  "legal_name": "THE STOLPER COMPANY L.L.C.",
  "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": "2014-04-02",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-04-28",
  "carried_forward": false,
  "raum_total": 356289476.0,
  "raum_discretionary": 356289476.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 95376416.0,
      "count": 137
    },
    "pension_profit_sharing": {
      "raum": 10118221.0,
      "count": 2,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 171024437.0,
      "count": 29
    },
    "corporations_other_businesses": {
      "raum": 79770402.0,
      "count": 7
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "LA",
    "OK",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/wealth-oklahoma",
    "https://wealthoklahoma.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/132962",
  "city_as_filed": "TULSA",
  "url": "https://advisorcensus.com/firm/wealth-oklahoma-tulsa-ok-132962",
  "display_name": "Wealth Oklahoma",
  "summary": "Wealth Oklahoma is an SEC-registered investment advisory firm in Tulsa, OK, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 28, 2026.",
  "citation": "AdvisorCensus. Wealth Oklahoma (CRD 132962): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is Wealth Oklahoma compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wealth Oklahoma reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Wealth Oklahoma located?",
      "a": "Wealth Oklahoma's principal office is in Tulsa, OK, according to its Form ADV."
    },
    {
      "q": "Is Wealth Oklahoma registered with the SEC or a state?",
      "a": "Wealth Oklahoma is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 132962."
    },
    {
      "q": "How much does Wealth Oklahoma manage?",
      "a": "Wealth Oklahoma reports $356,289,476 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (100% discretionary)."
    },
    {
      "q": "How have Wealth Oklahoma's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Wealth Oklahoma: Regulatory assets under management: $183,055,800 in the October 2021 data and $356,289,476 in the October 2026 data, up 95%. Total employees: 3 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Wealth Oklahoma serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (137); high net worth individuals (29); corporations or other businesses not listed above (7)."
    },
    {
      "q": "Which custodians does Wealth Oklahoma use?",
      "a": "Wealth Oklahoma's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. and RJA-NH as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Wealth Oklahoma 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/132962"
    },
    {
      "q": "Does Wealth Oklahoma state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 24, 2026 says: \"Wealth Oklahoma has a minimum account size of $100,000.00. However, we may negotiate minimum account sizes at its sole discretion.\""
    },
    {
      "q": "What changed in Wealth Oklahoma's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 3 to 6. Regulatory assets under management went from $307,420,448 to $356,289,476 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 183055800.0,
      "total_employees": 3,
      "filing_date": "2021-02-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 237404949.0,
      "total_employees": 3,
      "filing_date": "2022-01-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 238517165.0,
      "total_employees": 2,
      "filing_date": "2023-05-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 264076766.0,
      "total_employees": 2,
      "filing_date": "2024-05-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 307420448.0,
      "total_employees": 4,
      "filing_date": "2025-05-08"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 356289476.0,
      "total_employees": 6,
      "filing_date": "2026-04-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 6.",
        "Regulatory assets under management went from $307,420,448 to $356,289,476 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Wealth Oklahoma has a minimum account size of $100,000.00. However, we may negotiate minimum account sizes at its sole discretion."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 100000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Wealth Oklahoma has a minimum account size of $100,000.00. However, we may negotiate minimum account sizes at its sole discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Raymond James & Associates, Inc.",
      "name_as_filed": "RAYMOND JAMES & ASSOCIATES, INC.",
      "affiliated": false
    },
    {
      "name": "RJA-NH",
      "name_as_filed": "RJA-NH",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/wealth-oklahoma-tulsa-ok-132962.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 137,
      "fewer_than_5": false,
      "raum": 95376416.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 29,
      "fewer_than_5": false,
      "raum": 171024437.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 10118221.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 7,
      "fewer_than_5": false,
      "raum": 79770402.0
    }
  ],
  "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/132962",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}