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Scissortail Wealth Management, LLC

● SEC registered since 2018CRD 297761SEC# 801-114094Tulsa, OK
Export (members)
Reg. AUM
$587.5M
Employees
10
Accounts
2,571
Location
Tulsa, OK

Scissortail Wealth Management, LLC assets under management

Scissortail Wealth Management, LLC is an investment advisory firm registered with the SEC based in Tulsa, OK. The firm has been registered since 2018. It reports $587.5 million in regulatory assets under management and employs 10 people.
www.scissortailwealth.comView on SEC.gov ↗

Scissortail Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Ian Disbrow MeiksinsChief Compliance OfficerUnder 5%2024
Richard L. Howard ControlFounder, Senior Partner, Managing Member50-75%2018
Todd Charles Welsh ControlFounder, Senior Partner, Managing Member50-75%2018

Frequently asked questions

How much does Scissortail Wealth Management, LLC manage?

Scissortail Wealth Management, LLC reports $587.5 million in regulatory assets under management on its Form ADV.

How many employees does Scissortail Wealth Management, LLC have?

Scissortail Wealth Management, LLC reports 10 employees.

Where is Scissortail Wealth Management, LLC located?

Scissortail Wealth Management, LLC is based in Tulsa, OK and has been SEC-registered since 2018.

Does Scissortail Wealth Management, LLC disclose fund performance?

Scissortail Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1203 East 33rd Street, Suite 100, Tulsa, OK 74105
Phone(918) 956-0500
Fax(844) 739-6951
Office hours8:30a.m. - 4:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$553.1M
Non-discretionary$34.4M
Total (RAUM)$587.5M