SCISSORTAIL WEALTH MANAGEMENT, LLC
CRD #297761 SEC #801-114094 TULSA, OK (918) 956-0500
SEC Registered
Total AUM
$587.5M
Discretionary
$553.1M
Employees
10
Clients
51
Accounts
2,571
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $587.5M | $553.1M | $34.4M | 10 | 0 |
| Mar 2025 | $587.5M | $553.1M | $34.4M | 10 | 0 |
| Apr 2024 | $488.5M | $460.7M | $27.8M | 10 | 0 |
| Mar 2024 | $530.8M | $499.4M | $31.4M | 10 | 0 |
| Mar 2023 | $408.7M | $383.5M | $25.2M | 10 | 0 |
| Jan 2023 | $334.2M | $305.2M | $29M | 7 | 0 |
| Apr 2022 | $334.2M | $305.2M | $29M | 7 | 0 |
| Mar 2022 | $334.2M | $305.2M | $29M | 7 | 0 |
| Mar 2021 | $268.3M | $237M | $31.3M | 4 | 0 |
| Jun 2020 | $195.4M | $168.5M | $26.9M | 4 | 0 |
| Jun 2020 | $195.4M | $168.5M | $26.9M | 4 | 0 |
| May 2020 | $195.4M | $168.5M | $26.9M | 4 | 0 |
| Mar 2020 | $195.4M | $168.5M | $26.9M | 4 | 0 |
| Mar 2020 | $195.4M | $168.5M | $26.9M | 4 | 0 |
| Jun 2019 | $134.8M | $121.2M | $13.5M | 3 | 0 |
| Feb 2019 | $134.8M | $121.2M | $13.5M | 3 | 0 |
| Nov 2018 | $0 | $0 | $0 | 3 | 0 |
| Sep 2018 | $0 | $0 | $0 | 1 | 0 |
| Sep 2018 | $0 | $0 | $0 | 1 | 0 |
DateSep 2025
Total AUM$587.5M
Discretionary$553.1M
Non-Disc.$34.4M
Employees10
Clients0
DateMar 2025
Total AUM$587.5M
Discretionary$553.1M
Non-Disc.$34.4M
Employees10
Clients0
DateApr 2024
Total AUM$488.5M
Discretionary$460.7M
Non-Disc.$27.8M
Employees10
Clients0
DateMar 2024
Total AUM$530.8M
Discretionary$499.4M
Non-Disc.$31.4M
Employees10
Clients0
DateMar 2023
Total AUM$408.7M
Discretionary$383.5M
Non-Disc.$25.2M
Employees10
Clients0
DateJan 2023
Total AUM$334.2M
Discretionary$305.2M
Non-Disc.$29M
Employees7
Clients0
DateApr 2022
Total AUM$334.2M
Discretionary$305.2M
Non-Disc.$29M
Employees7
Clients0
DateMar 2022
Total AUM$334.2M
Discretionary$305.2M
Non-Disc.$29M
Employees7
Clients0
DateMar 2021
Total AUM$268.3M
Discretionary$237M
Non-Disc.$31.3M
Employees4
Clients0
DateJun 2020
Total AUM$195.4M
Discretionary$168.5M
Non-Disc.$26.9M
Employees4
Clients0
DateJun 2020
Total AUM$195.4M
Discretionary$168.5M
Non-Disc.$26.9M
Employees4
Clients0
DateMay 2020
Total AUM$195.4M
Discretionary$168.5M
Non-Disc.$26.9M
Employees4
Clients0
DateMar 2020
Total AUM$195.4M
Discretionary$168.5M
Non-Disc.$26.9M
Employees4
Clients0
DateMar 2020
Total AUM$195.4M
Discretionary$168.5M
Non-Disc.$26.9M
Employees4
Clients0
DateJun 2019
Total AUM$134.8M
Discretionary$121.2M
Non-Disc.$13.5M
Employees3
Clients0
DateFeb 2019
Total AUM$134.8M
Discretionary$121.2M
Non-Disc.$13.5M
Employees3
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0