# ESOTERIC WEALTH PARTNERS LLC

ESOTERIC WEALTH PARTNERS LLC of EDMOND, OK is an SEC-registered investment adviser.

## Registration

- CRD: 168497
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168497/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168497/similar
- Related entities: https://search.stillhousedata.com/firm/168497/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168497

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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.