Data / Investment advisers / Oklahoma / Scissortail Wealth Management, LLC
Scissortail Wealth Management, LLC, Tulsa, OK: $568 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Scissortail Wealth Management, LLC is an SEC registered investment adviser with its main office in Tulsa, Oklahoma and reports $568 million in regulatory assets under management in its Form ADV filed October 29, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Scissortail Wealth Management, LLC (CRD number 297761): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 297761
- SEC file number
- 801-114094
- SEC status
- Approved, effective October 5, 2018
- Main office
- 1203 East 33rd Street Suite 100, Tulsa, OK 74105
- Phone
- (918) 956-0500
- Website
- scissortailwealth.com
- Regulatory AUM
- $568,186,776 in the Form ADV filed October 29, 2026
- Discretionary AUM
- $528,538,732
- Non discretionary AUM
- $39,648,044
- Accounts
- 2,566
- Employees
- 13, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 72 | $340.4 million |
| Individuals (other than high net worth individuals) | 403 | $208.9 million |
| Corporations or other businesses | 5 | $6.7 million |
| Banking or thrift institutions | 1 | $3.6 million |
| Insurance companies | Fewer than 5 | $3 million |
| Pension and profit sharing plans | 2 | $896,272 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $568.2 million | March 30, 2026 |
| December 1, 2025 | $587.5 million | September 2, 2025 |
Other advisers in Tulsa
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cadent Capital Advisors, LLC | Tulsa | $785.8 million | Not listed | adviserinfo.sec.gov |
| Bridgecreek Financial Group | Tulsa | $649.9 million | Not listed | adviserinfo.sec.gov |
| Hogantaylor Wealth | Tulsa | $592.8 million | Not listed | adviserinfo.sec.gov |
| The Legacy Financial Group, Inc. | Tulsa | $590.7 million | Not listed | adviserinfo.sec.gov |
| Everpar Advisors LLC | Tulsa | $587.8 million | Not listed | adviserinfo.sec.gov |
| Melia Wealth LLC | Tulsa | $560.1 million | Not listed | adviserinfo.sec.gov |
| Relation Wealth Management, Inc. | Tulsa | $541.2 million | Not listed | adviserinfo.sec.gov |
| Council Oak Wealth Advisors | Tulsa | $529.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Tulsa, OK
- Investment advisers in Oklahoma
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Scissortail Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.