RIA Intel›Advisers›Oklahoma›REALM FINANCIAL PLANNING

REALM FINANCIAL PLANNING

Advisory

TULSA, OK

Data as of Jun 10, 2026 · Source: SEC Form ADV

Average account

$32K

across 6 accounts

AUM per adviser

$194K

1 advisers

Source: SEC Form ADV. Figures as filed Jun 10, 2026.

Total AUM

$194K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$194K

Discretionary AUM$194K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOK

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

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.

TRIUNITY FINANCIAL PLANNING, LLC

$106K

INVICTUS INVESTMENT ADVISORS LLC

$100K

STONE FOX CAPITAL ADVISORS, LLC

$400K

VOX FINANCIAL PLANNING LLC

$452K

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