# REALM FINANCIAL PLANNING

REALM FINANCIAL PLANNING of TULSA, OK is an SEC-registered investment adviser.

## Registration

- CRD: 334158
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/334158/brochure
- Similar advisers: https://search.stillhousedata.com/firm/334158/similar
- Related entities: https://search.stillhousedata.com/firm/334158/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/334158

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.