THE STOLPER COMPANY L.L.C.
Legal name: WEALTH OKLAHOMA
CRD #132962 SEC #801-79338 TULSA, OK 918-745-6060
SEC Registered
Total AUM
$307.4M
Discretionary
$307.4M
Employees
4
Clients
--
Accounts
336
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $307.4M | $307.4M | $0 | 4 | 0 |
| Jan 2025 | $307.4M | $307.4M | $0 | 4 | 0 |
| Nov 2024 | $264.1M | $264.1M | $0 | 2 | 0 |
| May 2024 | $264.1M | $264.1M | $0 | 2 | 0 |
| May 2024 | $264.1M | $264.1M | $0 | 2 | 0 |
| May 2024 | $264.1M | $264.1M | $0 | 2 | 0 |
| May 2024 | $264.1M | $264.1M | $0 | 2 | 0 |
| Feb 2024 | $264.1M | $264.1M | $0 | 2 | 0 |
| May 2023 | $238.5M | $238.5M | $0 | 2 | 0 |
| Feb 2023 | $238.5M | $238.5M | $0 | 3 | 0 |
| Jan 2022 | $237.4M | $237.4M | $0 | 3 | 0 |
| Feb 2021 | $183.1M | $183.1M | $0 | 3 | 0 |
| Jun 2020 | $192.7M | $192.7M | $0 | 3 | 0 |
| Feb 2020 | $192.7M | $192.7M | $0 | 3 | 0 |
| Mar 2019 | $166.5M | $166.5M | $0 | 2 | 0 |
| Feb 2018 | $182.8M | $182.8M | $0 | 3 | 0 |
| Jul 2017 | $153.9M | $153.9M | $0 | 4 | 136 |
| Feb 2017 | $153.9M | $153.9M | $0 | 4 | 136 |
| Mar 2016 | $129.5M | $129.5M | $0 | 4 | 134 |
| Mar 2015 | $132.3M | $132.3M | $0 | 3 | 134 |
| Jan 2015 | $132.3M | $132.3M | $0 | 3 | 134 |
| Mar 2014 | $111.3M | $111.3M | $0 | 3 | 137 |
| Apr 2012 | $65.8M | $65.8M | $0 | 1 | 137 |
| Apr 2012 | $65.8M | $65.8M | $0 | 1 | 137 |
| Mar 2012 | $65.8M | $65.8M | $0 | 1 | 137 |
| Mar 2012 | $65.8M | $65.8M | $0 | 1 | 137 |
| Jan 2012 | $65.8M | $65.8M | $0 | 1 | 137 |
| Feb 2011 | $55.1M | $55.1M | $0 | 5 | -- |
| Jan 2011 | $55.1M | $55.1M | $0 | 5 | -- |
| Jan 2008 | $49M | $49M | $0 | 5 | -- |
| Jan 2007 | $40.6M | $40.6M | $0 | 5 | -- |
| Dec 2006 | $38.1M | $38.1M | $0 | 5 | -- |
| Nov 2006 | $38.1M | $38.1M | $0 | 5 | -- |
DateMay 2025
Total AUM$307.4M
Discretionary$307.4M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$307.4M
Discretionary$307.4M
Non-Disc.$0
Employees4
Clients0
DateNov 2024
Total AUM$264.1M
Discretionary$264.1M
Non-Disc.$0
Employees2
Clients0
DateMay 2024
Total AUM$264.1M
Discretionary$264.1M
Non-Disc.$0
Employees2
Clients0
DateMay 2024
Total AUM$264.1M
Discretionary$264.1M
Non-Disc.$0
Employees2
Clients0
DateMay 2024
Total AUM$264.1M
Discretionary$264.1M
Non-Disc.$0
Employees2
Clients0
DateMay 2024
Total AUM$264.1M
Discretionary$264.1M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$264.1M
Discretionary$264.1M
Non-Disc.$0
Employees2
Clients0
DateMay 2023
Total AUM$238.5M
Discretionary$238.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$238.5M
Discretionary$238.5M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$237.4M
Discretionary$237.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$183.1M
Discretionary$183.1M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$192.7M
Discretionary$192.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$192.7M
Discretionary$192.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$166.5M
Discretionary$166.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2018
Total AUM$182.8M
Discretionary$182.8M
Non-Disc.$0
Employees3
Clients0
DateJul 2017
Total AUM$153.9M
Discretionary$153.9M
Non-Disc.$0
Employees4
Clients136
DateFeb 2017
Total AUM$153.9M
Discretionary$153.9M
Non-Disc.$0
Employees4
Clients136
DateMar 2016
Total AUM$129.5M
Discretionary$129.5M
Non-Disc.$0
Employees4
Clients134
DateMar 2015
Total AUM$132.3M
Discretionary$132.3M
Non-Disc.$0
Employees3
Clients134
DateJan 2015
Total AUM$132.3M
Discretionary$132.3M
Non-Disc.$0
Employees3
Clients134
DateMar 2014
Total AUM$111.3M
Discretionary$111.3M
Non-Disc.$0
Employees3
Clients137
DateApr 2012
Total AUM$65.8M
Discretionary$65.8M
Non-Disc.$0
Employees1
Clients137
DateApr 2012
Total AUM$65.8M
Discretionary$65.8M
Non-Disc.$0
Employees1
Clients137
DateMar 2012
Total AUM$65.8M
Discretionary$65.8M
Non-Disc.$0
Employees1
Clients137
DateMar 2012
Total AUM$65.8M
Discretionary$65.8M
Non-Disc.$0
Employees1
Clients137
DateJan 2012
Total AUM$65.8M
Discretionary$65.8M
Non-Disc.$0
Employees1
Clients137
DateFeb 2011
Total AUM$55.1M
Discretionary$55.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$55.1M
Discretionary$55.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$49M
Discretionary$49M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$40.6M
Discretionary$40.6M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$38.1M
Discretionary$38.1M
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$38.1M
Discretionary$38.1M
Non-Disc.$0
Employees5
Clients--