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GREATER WORKS

Advisory

OK

Data as of Mar 13, 2026 · Source: SEC Form ADV

Average account
$120K
across 80 accounts
AUM per adviser
$10M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM
$10M
Discretionary %
100%
Clients
38
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$10M
Discretionary AUM$10M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients38
Team
Total Employees2
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.

TURRENTINE FINANCIAL SERVICES LLC
STIGLER, OK
$10M
AVONDALE INVESTMENTS, LLC
OKLAHOMA CITY, OK
$11M
-86.2% 1Y
STYLED WEALTH, LLC
$8M
COLLECTIVE WEALTH, LLC
$12M
LOMBARD SMITH INVESTMENTS INC
OKLAHOMA CITY, OK
$12M
-74.5% 1Y
INTEGRATED PLANNING STRATEGIES, LLC
$12M

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