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OLISTICO WEALTH, LLC
CRD 315028File 801-121638
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$371.5M
Below cohort median (national)
Discretionary AUM
$274.5M
Non-discretionary $97.1M
Clients
404
405 accounts
Employees
4
Above cohort median in OK
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 28, 2021
- Principal office
- 2431 EAST 61ST STREET, SUITE 175, TULSA, OK, 74136
- Phone
- 918-863-2005
- Website
- https://Olisticowealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $371.5M
- Discretionary AUM
- $274.5M
- Non-discretionary AUM
- $97.1M
- Discretionary accounts
- 391
- Non-discretionary accounts
- 14
- Total accounts
- 405
- AUM per client
- $920K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $12.9M |
| Charitable organizations | Fewer than 5 | $7.3M |
| High net worth individuals | 203 | $227.2M |
| Pension and profit sharing plans | Fewer than 5 | $92.6M |
| Individuals (other than high net worth individuals) | 183 | $31.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Portfolio management for other
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 335 | 404 | increased by69 |
| Apr 1, 2026 | AUM | $325,779,355 | $371,509,330 | increased by$45,729,975 |
| Apr 1, 2026 | Accounts | 335 | 405 | increased by70 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 78 | 335 | increased by257 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $164,485,535 | $325,779,355 | increased by$161,293,820 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 195 | 335 | increased by140 |
| Apr 1, 2022 | Clients | 64 | 78 | increased by14 |
| Apr 1, 2022 | AUM | $130,310,892 | $164,485,535 | increased by$34,174,643 |
| Apr 1, 2022 | Accounts | 153 | 195 | increased by42 |
| Nov 1, 2021 | Registration | APPROVED-120 | APPROVED | |
| Nov 1, 2021 | AUM | $0 | $130,310,892 | increased by$130,310,892 |
| Nov 1, 2021 | Accounts | 0 | 153 | increased by153 |
| Jul 1, 2021 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OLISTICO WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OLISTICO 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.