Wealth Manager
    SEC Registered
    Manages Private Funds

    Mitchell & Pahl Private Wealth

    Registered investment advisor · Oklahoma City, Oklahoma · CRD #307625

    Assets Under Management
    $450M
    Client Accounts
    920
    Employees
    4
    CRD Number
    307625
    Registration
    SEC Registered
    Custodian
    Wells Fargo Clearing Services, Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Mitchell & Pahl Private Wealth

    Mitchell & Pahl Private Wealth is a fee-only investment advisory firm founded in 2020, offering personalized financial planning and investment management services. Located in Oklahoma City, it serves clients across five states.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Mitchell & Pahl Private Wealth

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Mitchell & Pahl Private Wealth's AUM?

    Mitchell & Pahl Private Wealth reports approximately $450M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Mitchell & Pahl Private Wealth headquartered?

    Mitchell & Pahl Private Wealth is headquartered in Oklahoma City, Oklahoma.

    What is Mitchell & Pahl Private Wealth's CRD number?

    Mitchell & Pahl Private Wealth's CRD number is 307625. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Mitchell & Pahl Private Wealth manage?

    Mitchell & Pahl Private Wealth manages approximately 920 client accounts according to its latest SEC filing.

    Is Mitchell & Pahl Private Wealth SEC registered?

    Yes, Mitchell & Pahl Private Wealth is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Oklahoma

    Exchange Traded Concepts, LLC
    Oklahoma City, OK · $23B AUM
    Cavanal Hill Investment Management, Inc.
    Tulsa, OK · $15.2B AUM
    Capital Advisors, Inc.
    Tulsa, OK · $7.4B AUM
    Exencial Wealth Advisors
    Oklahoma City, OK · $6B AUM
    Ce Investment Management, LLC
    Oklahoma City, OK · $5.9B AUM
    Caption Management, LLC
    Oklahoma City, OK · $3.4B AUM
    See all top RIA firms in Oklahoma →

    Research firms like Mitchell & Pahl Private Wealth at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial