ESOTERIC WEALTH PARTNERS LLC

ESOTERIC WEALTH PARTNERS LLC of EDMOND, OK is an SEC-registered investment adviser (CRD 168497). Regulatory assets under management: $18.2M.

Registration

• CRD: 168497
• Type: Registered investment adviser
• Location: 3209 S. BROADWAY, EDMOND, OK, 73013
• Phone: (425) 354-5627
• Latest filing: 2026-03-30
• Regulatory AUM: $18.2M
• Discretionary AUM: $18.2M
• Clients: 1
• Accounts: 93

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168497 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search