RIA Intel›Advisers›Oklahoma›ESOTERIC WEALTH PARTNERS LLC

ESOTERIC WEALTH PARTNERS LLC

Advisory

EDMOND, OK

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$196K

across 93 accounts

AUM per adviser

$18M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients49

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOK, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

49 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OK

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

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THE BUFFALO FINANCIAL GROUP LLC

$17M

JOHN H TAYLOR, LLC

$17M

BALDWIN FINANCIAL, LLC

OKLAHOMA CITY, OK

$17M

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