RIA Intel›Advisers›Oklahoma›WTO ADVISORS, LLC

WTO ADVISORS, LLC

Advisory

EDMOND, OK

Data as of May 18, 2026 · Source: SEC Form ADV

Rank in OK

#103

of 142 advisers by AUM

Average account

$661K

across 128 accounts

AUM per adviser

$85M

1 advisers

Source: SEC Form ADV. Figures as filed May 18, 2026.

Total AUM

$85M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$85M

Discretionary AUM$85M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients80

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOK, TX

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

80 clients

14 high-net-worth

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

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