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Mitchell & Pahl Private Wealth, LLC

● SEC registered since 2020CRD 307625SEC# 801-118315Oklahoma City, OK
Export (members)
Reg. AUM
$406M
Employees
4
Accounts
910
Location
Oklahoma City, OK

Mitchell & Pahl Private Wealth, LLC assets under management

Mitchell & Pahl Private Wealth, LLC is an investment advisory firm registered with the SEC based in Oklahoma City, OK. The firm has been registered since 2020. It reports $406 million in regulatory assets under management and employs 4 people.

Mitchell & Pahl Private Wealth, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brian D. Mitchell ControlPartner, Portfolio Manager, Chief Compliance Officer50-75%2020
Candace Pahl ControlPartner, Wealth Manager50-75%2020

Frequently asked questions

How much does Mitchell & Pahl Private Wealth, LLC manage?

Mitchell & Pahl Private Wealth, LLC reports $406 million in regulatory assets under management on its Form ADV.

How many employees does Mitchell & Pahl Private Wealth, LLC have?

Mitchell & Pahl Private Wealth, LLC reports 4 employees.

Where is Mitchell & Pahl Private Wealth, LLC located?

Mitchell & Pahl Private Wealth, LLC is based in Oklahoma City, OK and has been SEC-registered since 2020.

Does Mitchell & Pahl Private Wealth, LLC disclose fund performance?

Mitchell & Pahl Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1001 NW 71st Street, Suite 4, Oklahoma City, OK 73116
Phone405-608-2280
Fax405-608-2260
Office hours8:00 a.m. To 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1836506
Discloses disciplinary historyNo

Assets under management

Discretionary$368.9M
Non-discretionary$37.1M
Total (RAUM)$406M