GREATER WORKS WEALTH

GREATER WORKS WEALTH is an SEC-registered investment adviser (CRD 321786). Regulatory assets under management: $9.6M.

Registration

• CRD: 321786
• Type: Registered investment adviser
• Phone: 918-894-5572
• Latest filing: 2026-03-13
• Regulatory AUM: $9.6M
• Discretionary AUM: $9.6M
• Clients: 2
• Accounts: 80

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321786 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search