EVERWEALTH

EVERWEALTH of TULSA, OK is an SEC-registered investment adviser (CRD 129458). Regulatory assets under management: $81.7M.

Registration

• CRD: 129458
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129458 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search