OLISTICO WEALTH, LLC
CRD #315028 SEC #801-121638 TULSA, OK 918-863-2005
SEC Registered
Total AUM
$325.8M
Discretionary
$242.3M
Employees
4
Clients
26
Accounts
335
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $325.8M | $242.3M | $83.5M | 4 | 0 |
| Feb 2025 | $325.8M | $242.3M | $83.5M | 4 | 0 |
| Dec 2024 | $201.8M | $188.7M | $13M | 4 | 0 |
| Oct 2024 | $201.8M | $188.7M | $13M | 4 | 0 |
| Mar 2024 | $201.8M | $188.7M | $13M | 4 | 0 |
| Jan 2024 | $169.2M | $164.3M | $4.8M | 4 | 0 |
| Apr 2023 | $169.2M | $164.3M | $4.8M | 4 | 0 |
| Feb 2023 | $169.2M | $164.3M | $4.8M | 4 | 0 |
| Nov 2022 | $164.5M | $155.6M | $8.9M | 5 | 0 |
| Oct 2022 | $164.5M | $155.6M | $8.9M | 5 | 0 |
| Sep 2022 | $164.5M | $155.6M | $8.9M | 4 | 0 |
| Sep 2022 | $164.5M | $155.6M | $8.9M | 4 | 0 |
| Mar 2022 | $164.5M | $155.6M | $8.9M | 4 | 0 |
| Feb 2022 | $130.3M | $130.3M | $0 | 4 | 0 |
| Feb 2022 | $130.3M | $130.3M | $0 | 4 | 0 |
| Feb 2022 | $130.3M | $130.3M | $0 | 4 | 0 |
| Oct 2021 | $130.3M | $130.3M | $0 | 4 | 0 |
| Oct 2021 | $130.3M | $130.3M | $0 | 4 | 0 |
| Oct 2021 | $130.3M | $130.3M | $0 | 4 | 0 |
| Jul 2021 | $0 | $0 | $0 | 4 | 0 |
| Jul 2021 | $0 | $0 | $0 | 4 | 0 |
| Jun 2021 | $0 | $0 | $0 | 4 | 0 |
| Jun 2021 | $0 | $0 | $0 | 4 | 0 |
| May 2021 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$325.8M
Discretionary$242.3M
Non-Disc.$83.5M
Employees4
Clients0
DateFeb 2025
Total AUM$325.8M
Discretionary$242.3M
Non-Disc.$83.5M
Employees4
Clients0
DateDec 2024
Total AUM$201.8M
Discretionary$188.7M
Non-Disc.$13M
Employees4
Clients0
DateOct 2024
Total AUM$201.8M
Discretionary$188.7M
Non-Disc.$13M
Employees4
Clients0
DateMar 2024
Total AUM$201.8M
Discretionary$188.7M
Non-Disc.$13M
Employees4
Clients0
DateJan 2024
Total AUM$169.2M
Discretionary$164.3M
Non-Disc.$4.8M
Employees4
Clients0
DateApr 2023
Total AUM$169.2M
Discretionary$164.3M
Non-Disc.$4.8M
Employees4
Clients0
DateFeb 2023
Total AUM$169.2M
Discretionary$164.3M
Non-Disc.$4.8M
Employees4
Clients0
DateNov 2022
Total AUM$164.5M
Discretionary$155.6M
Non-Disc.$8.9M
Employees5
Clients0
DateOct 2022
Total AUM$164.5M
Discretionary$155.6M
Non-Disc.$8.9M
Employees5
Clients0
DateSep 2022
Total AUM$164.5M
Discretionary$155.6M
Non-Disc.$8.9M
Employees4
Clients0
DateSep 2022
Total AUM$164.5M
Discretionary$155.6M
Non-Disc.$8.9M
Employees4
Clients0
DateMar 2022
Total AUM$164.5M
Discretionary$155.6M
Non-Disc.$8.9M
Employees4
Clients0
DateFeb 2022
Total AUM$130.3M
Discretionary$130.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$130.3M
Discretionary$130.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$130.3M
Discretionary$130.3M
Non-Disc.$0
Employees4
Clients0
DateOct 2021
Total AUM$130.3M
Discretionary$130.3M
Non-Disc.$0
Employees4
Clients0
DateOct 2021
Total AUM$130.3M
Discretionary$130.3M
Non-Disc.$0
Employees4
Clients0
DateOct 2021
Total AUM$130.3M
Discretionary$130.3M
Non-Disc.$0
Employees4
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0