RIA Intel›Advisers›Oklahoma›COACHWISE FINANCIAL SOLUTIONS, INC.

COACHWISE FINANCIAL SOLUTIONS, INC.

Advisory

TULSA, OK

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in OK
#129
of 142 advisers by AUM
Average account
$140K
across 395 accounts
AUM per adviser
$28M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM
$55M
Discretionary %
100%
Clients
217
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$55M
Discretionary AUM$55M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients217
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InAR, OK
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OK

Closest by assets under management. All figures from Form ADV.

CONKIN FINANCIAL GROUP, INC.
EDMOND, OK
$55M
CCR INVESTMENT ADVISERS, LLC
PONCA CITY, OK
$56M
EVEN HERD LLC
OKLAHOMA CITY, OK
$56M
CIMARRON CAPITAL ASSOCIATES II, LLC
OKLAHOMA CITY, OK
$54M
OK401K, INC.
OKLAHOMA CITY, OK
$53M
WILSHIRE-PENNINGTON GROUP, INC.
NICHOLS HILLS, OK
$53M
-13.3% 1Y

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