CONE WEALTH MANAGEMENT

CONE WEALTH MANAGEMENT of TULSA, OK is an SEC-registered investment adviser (CRD 333870). Regulatory assets under management: $29.7M.

Registration

• CRD: 333870
• Type: Registered investment adviser
• Location: 7914 E 106TH STREET, TULSA, OK, 74133
• Phone: (918) 706-5567
• Latest filing: 2026-03-23
• Regulatory AUM: $29.7M
• Discretionary AUM: $29.7M
• Clients: 1
• Accounts: 256

Business model

Compensation: % of AUM, 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 333870 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search