Cone Wealth Management

CONE WEALTH MANAGEMENT is an SEC-registered investment adviser in TULSA, OK. The firm manages approximately $30 million in regulatory assets.

Cone Wealth Management

CONE WEALTH MANAGEMENT is an SEC-registered investment adviser in TULSA, OK. The firm manages approximately $30 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Family Office

Year founded

—

AUM

Undisclosed

Location

Region

North America

Country

United States

City

—

Corporate office

—

Who runs investment decisions at Cone Wealth Management?

No named investment principals have been identified through public record. The firm's low visibility suggests a principal-led or small-partner model common among private family offices that do not disclose internal governance structures externally.

Is Cone Wealth Management a single family office or a multi-family advisory?

The structure is unconfirmed. Given the lack of public branding, it likely serves either a single family or a tightly limited circle of families, consistent with firms that prioritize client confidentiality over broad marketing.

Does Cone Wealth Management disclose its assets under management?

No. Cone Wealth Management has not publicly disclosed an AUM figure, and no external publication has independently reported one. The firm's AUM band is classified as undisclosed for any public-facing record.

What investment asset classes does Cone Wealth Management typically deploy capital into?

No specific asset-class breakdown has been made public. Wealth management firms of this profile typically allocate across public equities, fixed income, private markets access, and real assets, but Cone Wealth Management's confirmed posture is unavailable.

Where is Cone Wealth Management based?

The firm is located in the United States. A precise city or street address has not been surfaced through available primary research or public filings.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.