PPrivate Fund Data Log in Join · $37/mo

Tao Private Wealth, LLC

● SEC registered since 2026CRD 340979SEC# 801-135847Tulsa, OK
Export (members)
Reg. AUM
—
Employees
2
Accounts
—
Location
Tulsa, OK

Tao Private Wealth, LLC assets under management

Tao Private Wealth, LLC is a registered investment adviser overseen by the SEC based in Tulsa, OK. The firm has been registered since 2026. It employs 2 people.
www.linkedin.com/company/tao-private-wealthView on SEC.gov ↗

Tao Private Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
Justin Aaron Hart ControlCco - MemberOver 75%2017

Frequently asked questions

How many employees does Tao Private Wealth, LLC have?

Tao Private Wealth, LLC reports 2 employees.

Where is Tao Private Wealth, LLC located?

Tao Private Wealth, LLC is based in Tulsa, OK and has been SEC-registered since 2026.

Does Tao Private Wealth, LLC disclose fund performance?

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

Contact & registration

Address1316 E. 35th Place, Suite 200, Tulsa, OK 74105
Phone(918) 986 7282
Office hours9:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo