OKLAHOMA CITY, OKCRD 307625Latest ADV February 3, 2026
Mitchell & Pahl Private Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oklahoma City, OK. Its latest Form ADV filing, dated February 3, 2026, reports $450M in regulatory assets under management, 4 employees, and 920 accounts.
Assets Under Management
$450M
Employees
4
Offices
--
Total Clients
225
Primary office
OKLAHOMA CITY, OK
1001 NW 71ST STREET, SUITE 4, OKLAHOMA CITY, OK, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.4% of total clients.
Top client categories% of clientsClients
1
Individuals
60.4%
136
2
HNWI
39.6%
89
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$450Mas of February 3, 2026
Discretionary91.1%
$410M
91% of total RAUM91.1%
Non-discretionary8.9%
$40M
9% of total RAUM8.9%
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$450M
Total Accounts920
10Y AUM Change+$450M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee56:1
10Y Employee Change+2 (+100.0%)
* 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.