RIA Intel›Advisers›Oklahoma›WEALTH MANAGEMENT ADVISORS, LLC

WEALTH MANAGEMENT ADVISORS, LLC

Advisory

TULSA, OK

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

Rank in OK
#105
of 142 advisers by AUM
Average account
$331K
across 247 accounts
AUM per adviser
$41M
2 advisers

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

Total AUM
$82M
Discretionary %
83.9%
Clients
102
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$82M
Discretionary AUM$69M
Non-Discretionary AUM$13M
Discretionary %83.9%
Total Clients102
Team
Total Employees2
Investment Advisers2
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.

VALUE FUND ADVISORS, LLC
TULSA, OK
$82M
-12.8% 1Y
CFS, LLC
OKLAHOMA CITY, OK
$81M
-49.2% 1Y
BARNETT INVESTMENTS INC
BARTLESVILLE, OK
$80M
-4.7% 1Y
UTICA PHYSICIANS' ASSOCIATION, LTD.
TULSA, OK
$79M
WTO ADVISORS, LLC
EDMOND, OK
$85M
GIBCO CAPITAL ADVISORS LLC
CLINTON, OK
$87M

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