REALM FINANCIAL PLANNING

REALM FINANCIAL PLANNING of TULSA, OK is an SEC-registered investment adviser (CRD 334158). Regulatory assets under management: $194K.

Registration

• CRD: 334158
• Type: Registered investment adviser
• Location: 5401 S HARVARD AVE, TULSA, OK, 74135
• Phone: 918-200-9865
• Latest filing: 2026-06-10
• Regulatory AUM: $194K
• Discretionary AUM: $194K
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334158 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search