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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oklahoma
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 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 |
|---|---|---|---|---|
| Jezek, William, Henry | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jezek, William, Henry | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jezek, William, Henry | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jezek, William, Henry | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jezek, William, Henry | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jezek, William, Henry | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jezek, William, Henry | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jezek, William, Henry | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jezek, William, Henry | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jezek, William, Henry | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jezek, William, Henry | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jezek, William, Henry | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jezek, William, Henry | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jezek, William, Henry | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jezek, William, Henry | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jezek, William, Henry | I | CHIEF COMPLIANCE OFFICER | NA | |
| Wallace, Gregory, Clark | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wallace, Gregory, Clark | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wallace, Gregory, Clark | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wallace, Gregory, Clark | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wallace, Gregory, Clark | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wallace, Gregory, Clark | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wallace, Gregory, Clark | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wallace, Gregory, Clark | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JEZEK, ANTHONY, SCOTT | I | CHIEF EXECUTIVE OFFICER & FOUNDING PARTNER | E | Control |
| JEZEK, ANTHONY, SCOTT | I | CHIEF EXECUTIVE OFFICER & FOUNDING PARTNER | E | Control |
| JEZEK, ANTHONY, SCOTT | I | CHIEF EXECUTIVE OFFICER & FOUNDING PARTNER | E | Control |
| JEZEK, ANTHONY, SCOTT | I | CHIEF EXECUTIVE OFFICER & FOUNDING PARTNER | E | Control |
| JEZEK, ANTHONY, SCOTT | I | CHIEF EXECUTIVE OFFICER & FOUNDING PARTNER | E | Control |
| JEZEK, ANTHONY, SCOTT | I | CHIEF EXECUTIVE OFFICER & FOUNDING PARTNER | E | Control |
| JEZEK, ANTHONY, SCOTT | I | CHIEF EXECUTIVE OFFICER & FOUNDING PARTNER | E | Control |
| JEZEK, ANTHONY, SCOTT | I | CHIEF EXECUTIVE OFFICER & FOUNDING PARTNER | E | Control |
| JEZEK, ANTHONY, SCOTT | I | CHIEF EXECUTIVE OFFICER & FOUNDING PARTNER | E | Control |
| JEZEK, ANTHONY, SCOTT | I | CHIEF EXECUTIVE OFFICER & FOUNDING PARTNER | E | Control |
| JEZEK, ANTHONY, SCOTT | I | CHIEF EXECUTIVE OFFICER & FOUNDING PARTNER | E | Control |
| JEZEK, ANTHONY, SCOTT | I | CHIEF EXECUTIVE OFFICER & FOUNDING PARTNER | E | Control |
| JEZEK, ANTHONY, SCOTT | I | CHIEF EXECUTIVE OFFICER & FOUNDING PARTNER | E | Control |
| JEZEK, ANTHONY, SCOTT | I | CHIEF EXECUTIVE OFFICER & FOUNDING PARTNER | E | Control |
| JEZEK, ANTHONY, SCOTT | I | CHIEF EXECUTIVE OFFICER & FOUNDING PARTNER | E | Control |
| JEZEK, ANTHONY, SCOTT | I | CHIEF EXECUTIVE OFFICER & FOUNDING PARTNER | E | Control |
| JEZEK, ANTHONY, SCOTT | I | CHIEF EXECUTIVE OFFICER & FOUNDING PARTNER | E | Control |
| JEZEK, ANTHONY, SCOTT | I | CHIEF EXECUTIVE OFFICER & FOUNDING PARTNER | E | Control |
| JEZEK, ANTHONY, SCOTT | I | CHIEF EXECUTIVE OFFICER & FOUNDING PARTNER | E | Control |
| JEZEK, ANTHONY, SCOTT | I | CHIEF EXECUTIVE OFFICER & FOUNDING PARTNER | E | Control |
| JEZEK, ANTHONY, SCOTT | I | CHIEF EXECUTIVE OFFICER & FOUNDING PARTNER | E | Control |
| JEZEK, ANTHONY, SCOTT | I | CHIEF EXECUTIVE OFFICER & FOUNDING PARTNER | E | Control |
| JEZEK, ANTHONY, SCOTT | I | CHIEF EXECUTIVE OFFICER & FOUNDING PARTNER | E | Control |
| JEZEK, ANTHONY, SCOTT | I | CHIEF EXECUTIVE OFFICER & FOUNDING PARTNER | E | Control |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (2)
OK TX
Address
2431 EAST 61ST STREETSUITE 175
TULSA, OK 74136
United States
Phone: 918-863-2005