MITCHELL & PAHL PRIVATE WEALTH

Legal name: MITCHELL & PAHL PRIVATE WEALTH, LLC

CRD 307625File 801-118315

APPROVED

Retail clients

Custody

Filing as of Feb 3, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$449.9M

Above cohort median (national)

Discretionary AUM

$410.1M

Non-discretionary $39.9M

Clients

225

920 accounts

Employees

Above cohort median in OK

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Mar 27, 2020
Principal office: 1001 NW 71ST STREET, SUITE 4, OKLAHOMA CITY, OK, 73116
Phone: 405-608-2280
Website: https://mpprivatewealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $449.9M
Discretionary AUM: $410.1M
Non-discretionary AUM: $39.9M
Discretionary accounts: 528
Non-discretionary accounts: 392
Total accounts: 920
AUM per client: $2.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$6.9M
High net worth individuals	89	$394.5M
Individuals (other than high net worth individuals)	136	$48.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
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.