# WTO Advisors, LLC

> WTO Advisors, LLC is a state-registered investment advisory firm in Edmond, OK, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 18, 2026.

- CRD: 317923
- Filed as: WTO ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Edmond, OK
- Filing period: October 2026
- Form ADV filing dated: May 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317923
- AdvisorCensus page: https://advisorcensus.com/firm/wto-advisors-llc-edmond-ok-317923

## Quick answers

**How is WTO Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), WTO Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is WTO Advisors, LLC located?**
WTO Advisors, LLC's principal office is in Edmond, OK, according to its Form ADV.

**Is WTO Advisors, LLC registered with the SEC or a state?**
WTO Advisors, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 317923.

**How much does WTO Advisors, LLC manage?**
WTO Advisors, LLC reports $84,603,902 in regulatory assets under management in its Form ADV filing dated May 18, 2026 (100% discretionary).

**What types of clients does WTO Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (64); high net worth individuals (14); charitable organizations (1).

**Does WTO Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317923

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $84,603,902
- Discretionary: $84,603,902
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 64 | $31,994,646 |
| High net worth individuals | 14 | $47,441,766 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $3,517,987 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $1,649,503 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 1 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)
- wealthtrustok.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. WTO Advisors, LLC (CRD 317923): Form ADV filing data as of October 2026.