# Wealth Oklahoma

Wealth Oklahoma is a Multi Family Office based in Tulsa, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Tulsa, United States
- **Region:** North America
- **Address:** Oklahoma City, OK, United States
- **Founded:** 2025
- **Assets under management:** Undisclosed
- **Website:** wealthoklahoma.com
- **LinkedIn:** https://www.linkedin.com/company/wealth-oklahoma

## Regulatory record

- **CRD number:** 132962
- **SEC file number:** 801-79338
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/132962

## About

Your wealth, your vision, our expertise. | Wealth Oklahoma is an independent registered investment advisor in Tulsa, providing financial planning and wealth management services to both institutional and individual clients.

## Sectors

- Energy Transition & Renewables
- Real Estate
- Private Credit
- Enterprise Software

## Offices

- Tulsa, OK

## People

- Chris Marr — Founder and CEO

## Questions

### Who runs investment decisions at Wealth Oklahoma?

Chris Marr, the founder and CEO, leads investment decisions and deal curation for Wealth Oklahoma. The firm operates a lean team without a publicized investment committee, positioning Marr as the central decision-maker who coordinates due diligence and co-investor alignment for each deal presented to the membership.

### How does Wealth Oklahoma source deals?

Wealth Oklahoma sources deals through the deep regional networks of its member families, leveraging decades of relationships across the energy, real estate, and operating-business communities in Oklahoma, Texas, and the broader Sun Belt. This operator network provides access to proprietary, cash-flowing businesses and transition-oriented energy projects that rarely reach broadly marketed auction processes.

### How is Wealth Oklahoma related to the operating businesses of its member families?

Wealth Oklahoma operates as a standalone investment platform, deliberately bifurcated from the legacy operating businesses, philanthropies, and personal balance sheets of its member families. This structure allows each family to maintain independent control over its core operating assets while accessing a shared due diligence, sourcing, and co-investment platform for external opportunities.

## Related profiles

- [Fiduciary Consulting Group](https://altss.com/profile/fiduciary-consulting-group-inc)
- [Gradow Capital Management](https://altss.com/profile/gradow-capital-management-llc)

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Last updated: 2026-07-08T23:55:48.292Z

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