# Council Oak Wealth Advisors

Council Oak Wealth Advisors is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://counciloakwealth.com
- **LinkedIn:** https://www.linkedin.com/company/council-oak-wealth-advisors

## Regulatory record

- **CRD number:** 297180
- **SEC file number:** 801-113403
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297180

## About

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.

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Last updated: 2026-07-06T01:24:14.786Z

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