MITCHELL & PAHL PRIVATE WEALTH, LLC
Legal name: MITCHELL & PAHL PRIVATE WEALTH
CRD #307625 SEC #801-118315 OKLAHOMA CITY, OK 405-608-2280
SEC Registered
Total AUM
$406M
Discretionary
$368.9M
Employees
4
Clients
0
Accounts
910
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $406M | $368.9M | $37.1M | 4 | 0 |
| Mar 2025 | $406M | $368.9M | $37.1M | 4 | 0 |
| Mar 2024 | $354.4M | $319.4M | $35M | 4 | 0 |
| Mar 2023 | $314.1M | $286.6M | $27.6M | 4 | 0 |
| Mar 2022 | $349.6M | $315.9M | $33.7M | 4 | 0 |
| Feb 2021 | $321.7M | $271.6M | $50M | 3 | 0 |
| Jul 2020 | $276.8M | $237.5M | $39.3M | 2 | 0 |
DateOct 2025
Total AUM$406M
Discretionary$368.9M
Non-Disc.$37.1M
Employees4
Clients0
DateMar 2025
Total AUM$406M
Discretionary$368.9M
Non-Disc.$37.1M
Employees4
Clients0
DateMar 2024
Total AUM$354.4M
Discretionary$319.4M
Non-Disc.$35M
Employees4
Clients0
DateMar 2023
Total AUM$314.1M
Discretionary$286.6M
Non-Disc.$27.6M
Employees4
Clients0
DateMar 2022
Total AUM$349.6M
Discretionary$315.9M
Non-Disc.$33.7M
Employees4
Clients0
DateFeb 2021
Total AUM$321.7M
Discretionary$271.6M
Non-Disc.$50M
Employees3
Clients0
DateJul 2020
Total AUM$276.8M
Discretionary$237.5M
Non-Disc.$39.3M
Employees2
Clients0