Council Oak Wealth Advisors

Council Oak Wealth Advisors serves high-net-worth families with fiduciary investment management and holistic financial planning.

Council Oak Wealth Advisors

Council Oak Wealth Advisors is an SEC-registered investment adviser in Tulsa, OK, registered since 2018. The firm manages $529 million in assets, with $457 million on a discretionary basis. It has 6 employees and 4 investment advisers.

linkedin.com/company/council-oak-wealth-advisors

General information

Firm type

Family Office

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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What is Council Oak Wealth Advisors?

Council Oak Wealth Advisors is a family office tracked on Altss.

What is Council Oak Wealth Advisors's assets under management?

Council Oak Wealth Advisors reports approximately Undisclosed in assets under management, as tracked by Altss.

What does Altss track for Council Oak Wealth Advisors?

Altss maintains an OSINT-verified profile of Council Oak Wealth Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is Council Oak Wealth Advisors?

Council Oak Wealth Advisors is classified by Altss as a Family Office.

How does Altss source intelligence on Council Oak Wealth Advisors?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Council Oak Wealth Advisors's Altss profile last updated?

Council Oak Wealth Advisors's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

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.