COWA, LLC
Legal name: COUNCIL OAK WEALTH ADVISORS
CRD #297180 SEC #801-113403 TULSA, OK 918-984-9110
SEC Registered
Total AUM
$435.2M
Discretionary
$408.7M
Employees
6
Clients
0
Accounts
890
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $435.2M | $408.7M | $26.5M | 6 | 0 |
| Jun 2025 | $435.2M | $408.7M | $26.5M | 6 | 0 |
| May 2025 | $435.2M | $408.7M | $26.5M | 6 | 0 |
| Mar 2025 | $435.2M | $408.7M | $26.5M | 6 | 0 |
| Mar 2025 | $435.2M | $408.7M | $26.5M | 6 | 0 |
| May 2024 | $391M | $362.1M | $29M | 8 | 1 |
| Feb 2024 | $391M | $362.1M | $29M | 8 | 1 |
| Jan 2024 | $337.2M | $310.8M | $26.4M | 7 | 0 |
| May 2023 | $337.2M | $310.8M | $26.4M | 7 | 0 |
| Feb 2023 | $337.2M | $310.8M | $26.4M | 7 | 0 |
| Oct 2022 | $323.5M | $294.2M | $29.3M | 6 | 0 |
| Mar 2022 | $323.5M | $294.2M | $29.3M | 6 | 0 |
| Apr 2021 | $265.4M | $241.1M | $24.3M | 6 | 0 |
| Feb 2021 | $265.4M | $241.1M | $24.3M | 6 | 0 |
| Sep 2020 | $187M | $160M | $27M | 5 | 0 |
| Jun 2020 | $187M | $160M | $27M | 5 | 0 |
| May 2020 | $187M | $160M | $27M | 5 | 0 |
| May 2020 | $187M | $160M | $27M | 5 | 0 |
| Apr 2020 | $187M | $160M | $27M | 5 | 0 |
| Feb 2020 | $187M | $160M | $27M | 5 | 0 |
| Feb 2019 | $150.3M | $128.8M | $21.5M | 5 | 0 |
| Nov 2018 | $135.5M | $113M | $22.5M | 4 | 0 |
| Oct 2018 | $135.5M | $113M | $22.5M | 3 | 0 |
| Sep 2018 | $135.5M | $113M | $22.5M | 3 | 0 |
| Sep 2018 | $0 | $0 | $0 | 3 | 0 |
| Jun 2018 | $0 | $0 | $0 | 3 | 0 |
| May 2018 | $0 | $0 | $0 | 3 | 0 |
DateOct 2025
Total AUM$435.2M
Discretionary$408.7M
Non-Disc.$26.5M
Employees6
Clients0
DateJun 2025
Total AUM$435.2M
Discretionary$408.7M
Non-Disc.$26.5M
Employees6
Clients0
DateMay 2025
Total AUM$435.2M
Discretionary$408.7M
Non-Disc.$26.5M
Employees6
Clients0
DateMar 2025
Total AUM$435.2M
Discretionary$408.7M
Non-Disc.$26.5M
Employees6
Clients0
DateMar 2025
Total AUM$435.2M
Discretionary$408.7M
Non-Disc.$26.5M
Employees6
Clients0
DateMay 2024
Total AUM$391M
Discretionary$362.1M
Non-Disc.$29M
Employees8
Clients1
DateFeb 2024
Total AUM$391M
Discretionary$362.1M
Non-Disc.$29M
Employees8
Clients1
DateJan 2024
Total AUM$337.2M
Discretionary$310.8M
Non-Disc.$26.4M
Employees7
Clients0
DateMay 2023
Total AUM$337.2M
Discretionary$310.8M
Non-Disc.$26.4M
Employees7
Clients0
DateFeb 2023
Total AUM$337.2M
Discretionary$310.8M
Non-Disc.$26.4M
Employees7
Clients0
DateOct 2022
Total AUM$323.5M
Discretionary$294.2M
Non-Disc.$29.3M
Employees6
Clients0
DateMar 2022
Total AUM$323.5M
Discretionary$294.2M
Non-Disc.$29.3M
Employees6
Clients0
DateApr 2021
Total AUM$265.4M
Discretionary$241.1M
Non-Disc.$24.3M
Employees6
Clients0
DateFeb 2021
Total AUM$265.4M
Discretionary$241.1M
Non-Disc.$24.3M
Employees6
Clients0
DateSep 2020
Total AUM$187M
Discretionary$160M
Non-Disc.$27M
Employees5
Clients0
DateJun 2020
Total AUM$187M
Discretionary$160M
Non-Disc.$27M
Employees5
Clients0
DateMay 2020
Total AUM$187M
Discretionary$160M
Non-Disc.$27M
Employees5
Clients0
DateMay 2020
Total AUM$187M
Discretionary$160M
Non-Disc.$27M
Employees5
Clients0
DateApr 2020
Total AUM$187M
Discretionary$160M
Non-Disc.$27M
Employees5
Clients0
DateFeb 2020
Total AUM$187M
Discretionary$160M
Non-Disc.$27M
Employees5
Clients0
DateFeb 2019
Total AUM$150.3M
Discretionary$128.8M
Non-Disc.$21.5M
Employees5
Clients0
DateNov 2018
Total AUM$135.5M
Discretionary$113M
Non-Disc.$22.5M
Employees4
Clients0
DateOct 2018
Total AUM$135.5M
Discretionary$113M
Non-Disc.$22.5M
Employees3
Clients0
DateSep 2018
Total AUM$135.5M
Discretionary$113M
Non-Disc.$22.5M
Employees3
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0