# FG WEALTH MANAGEMENT

FG WEALTH MANAGEMENT of BARTLESVILLE, OK is an SEC-registered investment adviser.

## Registration

- CRD: 117845
- Type: SEC-registered investment adviser
- SEC file number: 801-67382
- Location: 117 WEST FIFTH STREET, SUITE 300, BARTLESVILLE, OK, 74003
- Phone: 918-749-5602
- Latest filing: 2026-03-20
- Regulatory AUM: $14.4M
- Discretionary AUM: $14.2M
- Non-discretionary AUM: $183K
- Clients: 1
- Accounts: 46

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| WORD TRACY TRIECE | MANAGING MEMBER; PRINCIPAL PARTNER | — |
| VISE DANIEL ANDREW | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; PRINCIPAL PARTNER & CHIEF COMPLIANCE OFFICER | — |
| NETTLES JON AUBREY | MANAGING MEMBER; PRINCIPAL PARTNER | — |
| DEARMAN LARRY JOE | MANAGING MEMBER; PRINCIPAL PARTNER | — |
| MARLOWE ROBERT CURTISS | MANAGING MEMBER; MANAGING MEMBER /  CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117845/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117845/similar
- Related entities: https://search.stillhousedata.com/firm/117845/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117845

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.