Olistico Wealth, LLC

Registered investment advisor · Tulsa, Oklahoma · CRD #315028

Assets Under Management

$372M

Client Accounts

405

Employees

CRD Number

315028

Registration

SEC Registered

Custodian

Pershing Advisor Solutions Llc, Empower Financial Services, Inc.

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

About Olistico Wealth, LLC

Olistico Wealth, LLC is an independent wealth advisory firm offering portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. Founded in 2021 by Tony Jezek, it emphasizes a holistic approach to wealth management. The firm is a Registered Investment Advisory (RIA) with a fiduciary obligation to clients.

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 Olistico Wealth, LLC

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Frequently Asked Questions

What is Olistico Wealth, LLC's AUM?

Olistico Wealth, LLC reports approximately $372M in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Olistico Wealth, LLC headquartered?

Olistico Wealth, LLC is headquartered in Tulsa, Oklahoma.

What is Olistico Wealth, LLC's CRD number?

Olistico Wealth, LLC's CRD number is 315028. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.