# TAO PRIVATE WEALTH, LLC

TAO PRIVATE WEALTH, LLC is a Multi Family Office based in Tulsa.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Tulsa
- **Assets under management:** Undisclosed
- **Website:** https://taoprivatewealth.com
- **LinkedIn:** https://www.linkedin.com/company/tao-private-wealth

## Regulatory record

- **CRD number:** 340979
- **SEC file number:** 801-135847
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/340979

## About

TAO Private Wealth serves high-net-worth and ultra-high-net-worth individuals and families with complex wealth management needs. The firm provides private family office services, investment solutions, estate and gift planning, financial planning, and related advisory. It operates as a fee-only fiduciary focused on nurturing, safeguarding, and perpetuating client wealth across generations.

## People

- Justin Hart — Chief Investment Advisor

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Last updated: 2026-08-11T15:08:18.003Z

Canonical page: https://altss.com/profile/tao-private-wealth-llc

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