Wealth Manager
    SEC Registered
    Manages Private Funds

    Scissortail Wealth Management, LLC

    Registered investment advisor · Tulsa, Oklahoma · CRD #297761

    Assets Under Management
    $568M
    Client Accounts
    2,566
    Employees
    13
    CRD Number
    297761
    Registration
    SEC Registered
    Custodian
    Raymond James & Associates, Inc.

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

    About Scissortail Wealth Management, LLC

    Scissortail Wealth Management, LLC is a financial advisory firm based in Tulsa, Oklahoma, offering investment advisory services since November 2018. It operates as a Registered Independent Advisor (RIA).

    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 Scissortail Wealth Management, LLC

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    Frequently Asked Questions

    What is Scissortail Wealth Management, LLC's AUM?

    Scissortail Wealth Management, LLC reports approximately $568M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Scissortail Wealth Management, LLC headquartered?

    Scissortail Wealth Management, LLC is headquartered in Tulsa, Oklahoma.

    What is Scissortail Wealth Management, LLC's CRD number?

    Scissortail Wealth Management, LLC's CRD number is 297761. 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 Scissortail Wealth Management, LLC manage?

    Scissortail Wealth Management, LLC manages approximately 2,566 client accounts according to its latest SEC filing.

    Is Scissortail Wealth Management, LLC SEC registered?

    Yes, Scissortail Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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