WTO ADVISORS, LLC

WTO ADVISORS, LLC of EDMOND, OK is an SEC-registered investment adviser (CRD 317923). Regulatory assets under management: $84.6M.

Registration

• CRD: 317923
• Type: Registered investment adviser
• Location: 2952 VIA ESPERANZA, EDMOND, OK, 73013
• Phone: (405) 241-1400
• Latest filing: 2026-05-18
• Regulatory AUM: $84.6M
• Discretionary AUM: $84.6M
• Clients: 2
• Accounts: 128

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317923 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search