← Directory
SCISSORTAIL WEALTH MANAGEMENT, LLC
CRD 297761File 801-114094
APPROVED
Retail clients
Custody
Filing as of Apr 30, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 485 | 483 | decreased by2 |
| Apr 1, 2026 | Employees | 10 | 13 | increased by3 |
| Apr 1, 2026 | Clients | 546 | 485 | decreased by61 |
| Apr 1, 2026 | AUM | $587,542,847 | $568,186,776 | decreased by$19,356,071 |
| Apr 1, 2026 | Accounts | 2,571 | 2,566 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 10 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 293 | 546 | increased by253 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $334,215,972 | $587,542,847 | increased by$253,326,875 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,328 | 2,571 | increased by1,243 |
| Apr 1, 2022 | Employees | 4 | 7 | increased by3 |
| Apr 1, 2022 | Clients | 261 | 293 | increased by32 |
| Apr 1, 2022 | AUM | $268,324,812 | $334,215,972 | increased by$65,891,160 |
| Apr 1, 2022 | Accounts | 1,156 | 1,328 | increased by172 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SCISSORTAIL WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SCISSORTAIL WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.