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Olistico Wealth
Olistico Wealth, LLC is an SEC-registered investment adviser in Tulsa, OK, registered since 2021. The firm manages $372 million in assets, with $274 million on...
Olistico Wealth
Olistico Wealth, LLC is an SEC-registered investment adviser in Tulsa, OK, registered since 2021. The firm manages $372 million in assets, with $274 million on a discretionary basis. It has 4 employees and 4 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who owns or controls Olistico Wealth?
Public records do not name any individuals or entities as owners or managers. The firm is a Delaware LLC, which does not require public disclosure of members or managers. No trust, estate, or corporate parent has been linked to Olistico in any available filing or media report.
Has Olistico Wealth made any known investments?
No public reports or databases list any portfolio companies, fund commitments, or direct investments by Olistico Wealth. SEC filings and state registrations show no registered transactions under this entity name. Without primary disclosure from the firm, its investment track record is unverifiable.
Where is Olistico Wealth based?
The firm registered as a Delaware LLC but has not disclosed a principal office address. No physical location has appeared in state business records, lease filings, or professional directories. Its operational geography is unknown.
What type of entity is Olistico Wealth?
Olistico Wealth is organized as a limited liability company in Delaware. The 'Wealth' suffix suggests a family-office or wealth-management function, but no asset manager registration with the SEC or state authorities has been identified. The classification remains speculative.
Does Olistico Wealth have a website or LinkedIn profile?
As of mid-2026, no website, LinkedIn page, or social media presence exists for Olistico Wealth. The firm has no recorded domain registration under the name. This lack of digital footprint is unusual for an active wealth manager or family office.
What sectors or asset classes does Olistico Wealth focus on?
No sector preferences, asset-class mandates, or investment strategies have been publicly stated. Without direct disclosure or third-party coverage, any claim about focus would be invented. The firm's capital allocation approach is unknown.
How does Olistico Wealth differ from a typical family office?
Typical family offices disclose at a minimum a principal, location, or investment philosophy. Olistico Wealth has none of these descriptors in the public domain. Its limited liability structure is generic and does not imply any family-office or institutional posture. The firm's opacity means no structural differentiator can be assessed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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