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Tulsa Wealth Advisors, Inc.

● SEC registered since 2025CRD 337956SEC# 801-134209Tulsa, OK
Export (members)
Reg. AUM
Employees
27
Accounts
Location
Tulsa, OK

Tulsa Wealth Advisors, Inc. assets under management

Tulsa Wealth Advisors, Inc. is an SEC-registered investment adviser based in Tulsa, OK. The firm has been registered since 2025. It employs 27 people.

Tulsa Wealth Advisors, Inc. owners & executives

8 reported
NameTitleOwnershipSince
Andrew Kurt Steinmetz ControlVice President And Cio5-10%2022
Andy John ArmstrongChief Compliance OfficerUnder 5%2025
Dennis Allen Zeimet ControlDirectorUnder 5%2015
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Frequently asked questions

How many employees does Tulsa Wealth Advisors, Inc. have?

Tulsa Wealth Advisors, Inc. reports 27 employees.

Where is Tulsa Wealth Advisors, Inc. located?

Tulsa Wealth Advisors, Inc. is based in Tulsa, OK and has been SEC-registered since 2025.

Does Tulsa Wealth Advisors, Inc. disclose fund performance?

Tulsa Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1375 E. 71st Street, Tulsa, OK 74136
Phone918-492-2150
Fax918-493-3383
Office hours8:00 To 5:00
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo