Key facts
- COUNCIL OAK WEALTH ADVISORS is a other based in TULSA, OK.
- COUNCIL OAK WEALTH ADVISORS reports $1.4M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 297180- Regulatory AUM
- $1.4M
- Private fund assets
- —
- Private funds
- —
- Staff
- 6
- Registered office
- TULSA, OK
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as COWA, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for COUNCIL OAK WEALTH ADVISORS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is COUNCIL OAK WEALTH ADVISORS's AUM?
- COUNCIL OAK WEALTH ADVISORS manages approximately $1.4M in assets.