OLISTICO WEALTH, LLC of TULSA, OK is an SEC-registered investment adviser (CRD 315028). Regulatory assets under management: $371.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations.
| Name | Role | Location |
|---|---|---|
| Anthony Scott Jezek | CHIEF EXECUTIVE OFFICER & FOUNDING PARTNER | — |
| William Henry Jezek | CHIEF COMPLIANCE OFFICER | — |
| JEZEK ANTHONY SCOTT | CHIEF EXECUTIVE OFFICER & FOUNDING PARTNER | — |
| Wallace Gregory Clark | CHIEF COMPLIANCE OFFICER | — |
| Jezek William Henry | CHIEF COMPLIANCE OFFICER | — |