Scissortail Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tulsa, OK. Its latest Form ADV filing, dated April 30, 2026, reports $568M in regulatory assets under management, 13 employees, and 2,566 accounts.
Assets Under Management
$568M
Employees
13
Offices
--
Total Clients
485
Primary office
TULSA, OK
1203 EAST 33RD STREET, SUITE 100, TULSA, OK, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.1% of total clients.
Top client categories% of clientsClients
1
Individuals
83.1%
403
2
HNWI
14.8%
72
3
Corporations
1.0%
5
4
Pension Plans
0.4%
2
5
ALTS
0.4%
2
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$568Mas of April 30, 2026
Discretionary93.0%
$529M
93% of total RAUM93.0%
Non-discretionary7.0%
$40M
7% of total RAUM7.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$568M
Total Accounts2,566
10Y AUM Change+$568M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee37:1
10Y Employee Change+12 (+1200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.