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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oklahoma
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 2, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HEROUX, CHRISTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOPKINS, ROBERT, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| LITTLETON, DAVID, LOUIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | |
| DAVIS, ASHLEA, ANN | I | MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, ASHLEA, ANN | I | ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| HOWARD, RICHARD, L. | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| HOWARD, RICHARD, L. | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| HOWARD, RICHARD, L. | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| HOWARD, RICHARD, L. | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| HOWARD, RICHARD, L. | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| HOWARD, RICHARD, L. | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| HOWARD, RICHARD, L. | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| HOWARD, RICHARD, L. | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| HOWARD, RICHARD, L. | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| HOWARD, RICHARD, L. | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| HOWARD, RICHARD, L. | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| HOWARD, RICHARD, L. | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| HOWARD, RICHARD, L. | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| HOWARD, RICHARD, L. | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| HOWARD, RICHARD, L. | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| HOWARD, RICHARD, L. | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| HOWARD, RICHARD, L. | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| HOWARD, RICHARD, L. | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| WELSH, TODD, CHARLES | I | CHIEF COMPLIANCE OFFICER, FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| WELSH, TODD, CHARLES | I | CHIEF COMPLIANCE OFFICER, FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| WELSH, TODD, CHARLES | I | CHIEF COMPLIANCE OFFICER, FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| WELSH, TODD, CHARLES | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| WELSH, TODD, CHARLES | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| WELSH, TODD, CHARLES | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| WELSH, TODD, CHARLES | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| WELSH, TODD, CHARLES | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| WELSH, TODD, CHARLES | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| WELSH, TODD, CHARLES | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| WELSH, TODD, CHARLES | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| WELSH, TODD, CHARLES | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| WELSH, TODD, CHARLES | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| WELSH, TODD, CHARLES | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| WELSH, TODD, CHARLES | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| WELSH, TODD, CHARLES | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| WELSH, TODD, CHARLES | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
| WELSH, TODD, CHARLES | I | FOUNDER, SENIOR PARTNER, MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Sep 2, 2025 REGISTERED
Notice Filings (10)
CA CO FL KS KY MD OK PA TX VA
Address
1203 EAST 33RD STREETSUITE 100
TULSA, OK 74105
United States
Phone: (918) 956-0500