RIA Intel›Advisers›Oklahoma›FLATLANDS WEALTH LLC

FLATLANDS WEALTH LLC

Advisory

OKLAHOMA CITY, OK

Data as of Jan 20, 2026 · Source: SEC Form ADV

Average account
$500K
across 5 accounts
AUM per adviser
$3M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 20, 2026.

Total AUM
$3M
Discretionary %
100%
Clients
5
Employees
1

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$3M
Discretionary AUM$3M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOK, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OK

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

EMPOWER FINANCIAL ADVISORS, LLC
$3M
WINGATE CAPITAL ADVISORS LLC
TULSA, OK
$2M
MICHAEL WATERS INVESTMENT ADVISERS LLC
OKLAHOMA CITY, OK
$2M
MIDWEST FINANCIAL MANAGEMENT, LLC
$3M
HUGHES CAPITAL MANAGEMENT, LLC
$3M
ZELUS WEALTH MANAGEMENT, LLC
$2M

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