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SCISSORTAIL WEALTH MANAGEMENT, LLC
CRD 297761File 801-114094
APPROVED
Retail clients
Custody
Filing as of Apr 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$568.2M
Above cohort median (national)
Discretionary AUM
$528.5M
Non-discretionary $39.6M
Clients
483
2,566 accounts
Employees
13
Above cohort median in OK
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Oct 5, 2018
- Principal office
- 1203 EAST 33RD STREET, SUITE 100, TULSA, OK, 74105
- Phone
- (918) 956-0500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $568.2M
- Discretionary AUM
- $528.5M
- Non-discretionary AUM
- $39.6M
- Discretionary accounts
- 2,395
- Non-discretionary accounts
- 171
- Total accounts
- 2,566
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $6.7M |
| Insurance companies | Fewer than 5 | $3.0M |
| High net worth individuals | 72 | $340.4M |
| Banking or thrift institutions | Fewer than 5 | $3.6M |
| Pension and profit sharing plans | Fewer than 5 | $896K |
| Individuals (other than high net worth individuals) | 403 | $208.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 485 | 483 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.