# OLISTICO WEALTH, LLC

OLISTICO WEALTH, LLC of TULSA, OK is an SEC-registered investment adviser.

## Registration

- CRD: 315028
- Type: SEC-registered investment adviser
- SEC file number: 801-121638
- Location: 2431 EAST 61ST STREET, SUITE 175, TULSA, OK, 74136
- Phone: 918-863-2005
- Latest filing: 2026-03-24
- Regulatory AUM: $371.5M
- Discretionary AUM: $274.5M
- Non-discretionary AUM: $97.1M
- Clients: 4
- Accounts: 405

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations

## Officers, owners & control persons (5)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/315028/brochure
- Similar advisers: https://search.stillhousedata.com/firm/315028/similar
- Related entities: https://search.stillhousedata.com/firm/315028/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/315028

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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.