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

ZELUS WEALTH MANAGEMENT, LLC

Advisory

OK

Data as of Jan 26, 2026 · Source: SEC Form ADV

Average account

$77K

across 26 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients26

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, OK, TN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

26 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in OK

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

NORTHPOINT WEALTH FINANCIAL SERVICES, LLC

$2M

MICHAEL WATERS INVESTMENT ADVISERS LLC

OKLAHOMA CITY, OK

$2M

TRILOGY FINANCIAL SOLUTIONS, LLC

$2M

WINGATE CAPITAL ADVISORS LLC

$2M

RENDER FINANCIAL, LLC

$2M

FLATLANDS WEALTH LLC

OKLAHOMA CITY, OK

$3M

Get the full picture on ZELUS WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ZELUS WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans