Updated:Jul 6, 2026

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...

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.

Website

counciloakwealth.com

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

General information

Firm type

RIA

What is Council Oak Wealth Advisors?

Council Oak Wealth Advisors is a ria tracked on 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), and network (associations and event participation). Detailed values are available to Altss subscribers.

What is Council Oak Wealth Advisors's website?

Council Oak Wealth Advisors's public website is counciloakwealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Council Oak Wealth Advisors?

Council Oak Wealth Advisors is classified by Altss as a RIA.

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 July 6, 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: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.