Olistico Wealth, 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 March 24, 2026, reports $372M in regulatory assets under management, 4 employees, and 405 accounts.
Assets Under Management
$372M
Employees
4
Offices
--
Total Clients
404
Primary office
TULSA, OK
2431 EAST 61ST STREET, SUITE 175, TULSA, OK, United States
Top client segmentHNWI represent 50.2% of total clients.
Top client categories% of clientsClients
1
HNWI
50.2%
203
2
Individuals
45.3%
183
3
Corporations
2.5%
10
4
Pension Plans
1.0%
4
5
Charitable
1.0%
4
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$372Mas of March 24, 2026
Discretionary73.9%
$274M
74% of total RAUM73.9%
Non-discretionary26.1%
$97M
26% of total RAUM26.1%
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$372M
Total Accounts405
10Y AUM Change+$372M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee101:1
10Y Employee Change0 (0.0%)
* 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.