# Wealth Oklahoma

> 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.

- CRD: 132962
- Filed as: WEALTH OKLAHOMA
- Legal name: The Stolper Company L.L.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tulsa, OK
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/132962
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-oklahoma-tulsa-ok-132962

## Quick answers

**How is Wealth Oklahoma compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Oklahoma reports these compensation arrangements: a percentage of assets under its management.

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

**Is Wealth Oklahoma registered with the SEC or a state?**
Wealth Oklahoma is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 132962.

**How much does Wealth Oklahoma manage?**
Wealth Oklahoma reports $356,289,476 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (100% discretionary).

**How have Wealth Oklahoma's assets and staff changed since 2021?**
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.

**What types of clients does Wealth Oklahoma serve?**
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).

**Which custodians does Wealth Oklahoma use?**
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.

**Does Wealth Oklahoma 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/132962

**Does Wealth Oklahoma state an account minimum?**
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."

**What changed in Wealth Oklahoma's recent Form ADV filings?**
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%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 24, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> Wealth Oklahoma has a minimum account size of $100,000.00. However, we may negotiate minimum account sizes at its sole discretion.

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

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.
- RJA-NH

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: $356,289,476
- Discretionary: $356,289,476
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 137 | $95,376,416 |
| High net worth individuals | 29 | $171,024,437 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $10,118,221 |
| Corporations or other businesses not listed above | 7 | $79,770,402 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2014 (12 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: LA, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthoklahoma.com
- LinkedIn @wealth-oklahoma

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $183,055,800 | 3 | February 1, 2021 |
| October 2022 | $237,404,949 | 3 | January 24, 2022 |
| October 2023 | $238,517,165 | 2 | May 15, 2023 |
| October 2024 | $264,076,766 | 2 | May 30, 2024 |
| October 2025 | $307,420,448 | 4 | May 8, 2025 |
| October 2026 | $356,289,476 | 6 | April 28, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 6.
- Regulatory assets under management went from $307,420,448 to $356,289,476 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Oklahoma (CRD 132962): Form ADV filing data as of October 2026.