| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Scott Jezek Control | Chief Executive Officer & Founding Partner | Over 75% | 2021 |
| William Henry Jezek | Chief Compliance Officer | Under 5% | 2022 |
Olistico Wealth, LLC reports $325.8 million in regulatory assets under management on its Form ADV.
Olistico Wealth, LLC reports 4 employees.
Olistico Wealth, LLC is based in Tulsa, OK and has been SEC-registered since 2021.
Olistico Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2431 East 61st Street, Suite 175, Tulsa, OK 74136 |
| Phone | 918-863-2005 |
| Fax | 918-515-6401 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $242.3M |
| Non-discretionary | $83.5M |
| Total (RAUM) | $325.8M |