# EVERWEALTH

EVERWEALTH of TULSA, OK is an SEC-registered investment adviser.

## Registration

- CRD: 129458
- Type: SEC-registered investment adviser
- Location: 4200 EAST SKELLY DRIVE, TULSA, OK, 74135-3204
- Phone: 918-524-6325
- Latest filing: 2026-03-17
- Regulatory AUM: $81.7M
- Discretionary AUM: $68.6M
- Non-discretionary AUM: $13.2M
- Clients: 2
- Accounts: 247

## Business model

- Compensation: % of AUM, Other
- Clients served: High net worth, Pooled vehicles, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129458/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129458/similar
- Related entities: https://search.stillhousedata.com/firm/129458/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129458

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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.