# Olistico Wealth

Olistico Wealth is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://olisticowealth.com
- **LinkedIn:** https://www.linkedin.com/company/olisticowealth

## Regulatory record

- **CRD number:** 315028
- **SEC file number:** 801-121638
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315028

## About

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.

## 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.

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Last updated: 2026-07-06T01:24:22.457Z

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