C.E.C. WEALTH MANAGEMENT

C.E.C. WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 323751). Regulatory assets under management: $60.9M.

Registration

• CRD: 323751
• Type: Registered investment adviser
• Phone: 918-527-9015
• Latest filing: 2026-02-12
• Regulatory AUM: $60.9M
• Discretionary AUM: $58.9M
• Non-discretionary AUM: $2.0M
• Clients: 1
• Accounts: 272

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323751 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search